Opinion

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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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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Five-year plan guides renewed China allocation

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Amundi’s ETF machine keeps humming, but active pays the bills

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Christophe Santer
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Luxembourg, the Singapore of Europe? Or the other way around?

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