Opinion

Gertjan Verdickt
Opinion
July 27, 2026

The market is mumbling less and less

On October 22, 1987, three days after Black Monday, the US stock market fell nearly 4 percent. What…
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Jeroen Blokland
Opinion
July 27, 2026

Chart of the week: the AI price tag everyone is missing

Stories about AI stocks have been dominated for months by questions about valuations. Yet while most…
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Jeroen Blokland
Opinion
July 20, 2026

Chart of the week: inflation begins where confidence ends

Some investors and people concerned about the enormous mountain of government debt tend to see only…
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Han Dieperink
Opinion
July 14, 2026

Why the traditional sector classification no longer works

The GICS, the globally used sector classification system for publicly traded companies introduced in…
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Gertjan Verdickt
Opinion
July 13, 2026

The hidden cost of an IPO

On June 4, S&P Dow Jones may have saved your S&P500 index funds from a hidden bill. The index…
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Jeroen Blokland
Opinion
July 6, 2026

Chart of the week: they got it wrong again!

By now, it no longer surprises me that gurus who repeatedly predict apocalypses, stock market…
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Gertjan Verdickt
Opinion
June 29, 2026

The alpha hiding on the wrong side

Twelve machine learning models are given the same data and the same question: what will this stock…
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Jeroen Blokland
Opinion
June 26, 2026

Chart of the week: the Great Rebalancing: slowly but surely

Every year, I look forward to the reports outlining the strategic decisions of institutional…
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Edin Mujagic
Opinion
June 26, 2026

The ECB continues to act irresponsibly

Charles Dickens opened A Tale of Two Cities with the immortal words, “It was the best of times, it…
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Jeroen Blokland
Opinion
June 22, 2026

Chart of the week: the oil price is also determined in the East

Finally: peace between Iran and the United States has been signed. And so we may hope for at least a…
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CIO Asset class battle. Portfolio Day Brussel, 2026. Credit: Lieven Van Assche
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Afbeelding van taylorback via Pixabay
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Morningstar: Fidelity versus Schroders in Asia ex-Japan equities

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Europe is losing ground in some industries but still controls crucial technology that China cannot easily replace. Photo: ASML.
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Jen Braswell. Photo: M&G.
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Source: Unsplash
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Concentrated stock portfolios are riskier than you think

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