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Opinion
Opinion
March 27, 2026
Christine Lagarde has always remained a politician
Faithful readers of this column know that I am deeply concerned about the politicization of the…
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Opinion
March 26, 2026
From Middle East uncertainty to Singapore and Luxembourg
As geopolitical tensions rise, capital is quietly repositioning. Luxembourg is emerging as a…
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Opinion
March 24, 2026
Wars drive innovation
Necessity breaks laws, but it also breaks existing patterns, paradigms, and drives innovation…
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Opinion
March 23, 2026
The carbon premium that never existed
Imagine this: you predict stock returns for January 2026 using company data from all of 2026. Data…
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Opinion
March 17, 2026
The rise of sales-as-a-service
Financial services firms increasingly test new markets through sales-as-a-service models, relying on…
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Opinion
March 17, 2026
Playing with the optimal investment mix
An unprecedented wealth transfer is underway. Over the next two decades, an estimated 124,000…
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Opinion
March 16, 2026
Chart of the week: the hidden cost of Trump’s war
The price of a barrel of crude oil surged past the $100 mark as the situation in the Middle East…
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Opinion
March 13, 2026
The new equity analyst is called Claude. But he can’t do everything
Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Opinion
March 10, 2026
The price of war
Within one hundred hours, American and Israeli forces struck nearly 2.000 targets in Iran. Ayatollah…
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Opinion
March 9, 2026
Noise in the factors
I recently came across an interesting study about the Fama-French factors, those widely used risk…
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