Opinion

Jeroen Blokland
Opinion
October 20, 2025

Chart of the week: the balance dance

The word is out! Fed Chair Jay Powell is considering stopping the reduction of the Federal Reserve’s…
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Gertjan Verdickt
Opinion
October 17, 2025

Forget ‘superstar city’: a new look at REIT cash flows

A groundbreaking study shows that “superstar cities” systematically lag in total returns — a crucial…
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Jeroen Blokland
Opinion
October 13, 2025

Chart of the week: the euro is heavily overvalued

So far this year, the euro has appreciated by no less than 13 percent against the US dollar. That…
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Gertjan Verdickt
Opinion
October 7, 2025

The human factor in factor investing

Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt…
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Jeroen Blokland
Opinion
October 6, 2025

Chart of the week: it just keeps going

As I’m still reflecting on the Fund Event 2025, where it became objectively clear that Europe needs…
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Edin Mujagic
Opinion
September 26, 2025

ECB swaps the Italy problem for the France problem

It is March 2020 and Italy is in serious trouble. Italian long-term interest rates are rising…
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Gertjan Verdickt
Opinion
September 24, 2025

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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Image: Defigners
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IO asset manager survey: structural risks are rising, but risk appetite holds up

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Supervision

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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