Opinion

Randy Pattiselanno
Opinion
November 21, 2025

What remains of Europe’s sustainable ambitions?

It was in May 2018 that the European Commission launched its highly ambitious European Sustainable…
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Han Dieperink
Opinion
November 18, 2025

Halfway through the AI bubble

Nervousness around AI stocks reached a boiling point last week. Michael Burry, the investor who…
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Jeroen Blokland
Opinion
November 17, 2025

Chart of the week: apples and pears

Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing…
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Jeroen Blokland
Opinion
November 10, 2025

Chart of the week: what’s expensive?

Now that Trump has been taking things a bit easier over the past few weeks, stock valuations have…
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Gertjan Verdickt
Opinion
November 5, 2025

The myth of “free” dividends

A targeted educational intervention can break the free dividends fallacy among retail investors. The…
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Edin Mujagic
Opinion
November 4, 2025

A strong euro? Quite the opposite

It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York…
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Jeroen Blokland
Opinion
November 3, 2025

Chart of the week: the short-term memory of investors, economists, and experts

It took a little longer than expected, but the delayed US inflation figure for October came in just…
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Wouter Weijand
Opinion
October 30, 2025

Who will still want those guzzlers later on?

The bulk of US economic growth this year can be attributed to data centers. But what will all that…
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Jeroen Blokland
Opinion
October 27, 2025

Chart of the week: 海 市 蜃 楼

The title of this column is the Chinese word for “mirage” or “illusion.” Hot air, in other words…
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Wouter Weijand
Opinion
October 24, 2025

Vive la France!

Last week, the French government survived two motions of no confidence, mainly by promising not to…
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Image: Defigners
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IO asset manager survey: structural risks are rising, but risk appetite holds up

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Enforcement and transparency weigh on Europe’s AML scores

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Max Severijns
Opinion

Democrats are set to win but the timing is awful

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Private market firms sallivate over Americans’ retirement cash

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Jeroen Blokland
Opinion

Chart of the week: few US jobs, how so?

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