Han Dieperink

In the 1980s, Ronald Reagan became known for his hardline stance against the Soviet Union—a strategy that ultimately contributed to the end of the Cold War. Today, we see Donald Trump adopting a similarly confrontational approach, but this time on the economic battlefield.

The training landscape of artificial intelligence has taken an unexpected turn—one that challenges classical economic principles. More data leads to better performance, with no signs of saturation.

On 10 March 2000, the Nasdaq peaked at 5048.6 points – a moment that no one recognised as such at the time, but which, in retrospect, marked the beginning of a freefall that would wipe out 77 percent of the market’s value. Now, 25 years later, inevitable parallels arise between the dotcom hype and the current AI revolution. But are these comparisons justified?

For more than eighty years, Europe has been protected under the security umbrella of the United States. Now, as negotiations take place regarding the war in Europe without the involvement of Ukraine or any other European nations, Europe is forced to adopt an independent stance both politically and militarily.

The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With its luxury restaurants and Italian racing cars, the view of Pudong from Bar Rouge on the Bund resembles the capitalist pinnacle of the communist utopia.

Passive investing can be seen as a disruptive innovation that has also reduced costs for active investors. It has made active investors more engaged, aligning their compensation more closely with their added value. Meanwhile, passive investors benefit as free riders from the extensive work undertaken by active investors.

Time and again, the arrival of new technology is underestimated, while the latest technological advancements are adopted at an ever-increasing pace. This makes investing in new technology attractive, as both its profit potential and profit growth are often undervalued.

Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.

The underperformance of European equities compared to U.S. equities reached unprecedented levels in 2024. This divergence has widened the valuation gap between the United States and Europe. While the relative scarcity of tech companies listed in Europe is often cited as a reason, other explanations also account for this undervaluation.

Argentina was once one of the wealthiest nations in the world, richer than France or Germany. Much of its prosperity was based on beef exports. Today, however, many Argentinians can no longer afford beef and have turned to chicken as a cheaper alternative.