Opinion

Han Dieperink
Opinion
April 14, 2026

Beijing’s handshake

While the whole world was watching the Serena Hotel in Islamabad, where the ceasefire negotiations…
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Han Dieperink
Opinion
April 7, 2026

The acceleration

The world was already electrifying at a rapid pace. But two developments are now pushing this…
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Han Dieperink
Opinion
March 31, 2026

Europe is the biggest victim of the war against Iran

The war against Iran has now lasted a month, and the consequences are becoming visible at a rapid…
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Jeroen Blokland
Opinion
March 30, 2026

Chart of the week: the end of the macro investor

If there is one thing that characterizes the investment world, it is that it is full of clichés…
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Edin Mujagic
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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Christophe Santer
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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Han Dieperink
Opinion
March 24, 2026

Wars drive innovation

Necessity breaks laws, but it also breaks existing patterns, paradigms, and drives innovation…
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Gertjan Verdickt
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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Christophe Santer
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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Han Dieperink
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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Peggy Brione - Nagelmackers
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Japan. Photo via Unsplash.
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Why AI investors are increasingly turning to Japan

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Gertjan Verdickt
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The alpha hiding on the wrong side

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Hans van Summeren (left) and Frank de Hek. Photo: Andreas Capital/Oaklins.
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Oaklins buys Andreas Capital to move into family wealth

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

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