Opinion

Gertjan Verdickt
Opinion
Yesterday

The profit paradox

For decades, it was an iron law for investors: in the long run, the stock market follows economic…
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Jeroen Blokland
Opinion
September 22, 2025

Chart of the week: rethinking

UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
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Gertjan Verdickt
Opinion
September 17, 2025

Why a zero allocation to crypto is hard to justify

Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin…
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Jeroen Blokland
Opinion
September 12, 2025

Fresh start

What could hardly be considered a surprise anymore still turned into one. The annual revision of US…
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Gertjan Verdickt
Opinion
September 9, 2025

How local climate perception affects asset valuations

In a world where climate risk is becoming an increasingly prominent factor, I argue that the…
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Edin Mujagic
Opinion
August 29, 2025

While the eurozone sinks, the orchestra plays in Frankfurt

At the Weseler Werft, a green strip along the river Main in Frankfurt with a view of the European…
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Han de Jong
Opinion
August 25, 2025

Confessions of a former chief economist

Recently, Donald Trump urged Goldman Sachs to fire its chief economist. According to the president…
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Gertjan Verdickt
Opinion
August 21, 2025

The finfluencer revolution is unstoppable

In the world of investment advice, a new player has emerged that leaves traditional analysts behind…
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Most recent

Hortense Bioy, global director sustainability research at Morningstar. Photo: Morningstar.
Laws and Regulations

UK ESG fund labels seen as poor example for SFDR 2.0

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Sam Zief, JP Morgan Private Bank.
Asset Allocation

Weak dollar brings classic FX hedging back into play

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Gertjan Verdickt
Opinion

The profit paradox

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Keyrock CEO Kevin de Patoul (left) speaking at the Real World Asset Summit in Brooklyn last week.
Asset Managers

Tokenized funds set to eclipse traditional structures

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Afbeelding van Boudewijn Huysmans via Unsplash
News

Nuclear revival in Europe mainly benefits the US

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