How local climate perception affects asset valuations
In a world where climate risk is becoming an increasingly prominent factor, I argue that the psychological perception of this risk has a significant and measurable impact on asset prices.
Chart of the week: ‘Les problèmes’
Lovely vacation or not, some things never change. Like the seemingly endless task of filling lunch boxes for school kids. But also, France’s political instability never ends. The simple reason is that the underlying problem—its budget mess—can no longer be cleaned up.
Investing in the US or in Asia?
Wie instapte na de aankondiging van de Amerikaanse importheffingen (2 april), behaalde bijna 30 procent. Hoe moet het nu verder en waar te beleggen?
WTax: Clearer tax reclaim timelines mean smarter planning
Withholding tax reclaims are often slowed by factors outside an investor’s control. Yet, understanding when refunds should arrive is a severely underused investment tool for improving financial planning and control.
Work ennobles (less and less)
What impact will AI have on the number of jobs, efficiency, and profits of publicly traded companies? It is important to distinguish between the short and the long term.
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 Central Bank (ECB) headquarters, the music of Strauss, Mendelssohn, and Liszt rang out on August 21. The ECB sponsored the Europa Open Air concert to celebrate European diversity.
The vision of Masayoshi Son
In 1996 I came across Cisco’s annual report, which included a CD-ROM presentation by CEO John Chambers titled The internetworking takes off. At that point, there was absolutely no sign of a dot-com hype, though Alan Greenspan thought otherwise in his irrational exuberance speech of December 1996.
ANA or active non-alignment
Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean, what are the economic consequences, and how are some ASEAN and BRICS countries putting it into practice?
Confessions of a former chief economist
Recently, Donald Trump urged Goldman Sachs to fire its chief economist. According to the president, he was completely off with his unwelcome forecasts about the effects of the trade war on US inflation. This raises the question of how independent economists at commercial financial institutions really are.
The finfluencer revolution is unstoppable
In the world of investment advice, a new player has emerged that leaves traditional analysts behind: the finfluencer. A recent study by Vaibhav Lalwani on financial YouTubers in India reveals fascinating insights into how these unregulated advisers influence markets. Insights that institutional investors cannot afford to ignore.