Opinion

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?

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.

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.

As interest rates stay elevated, private equity firms must relearn how to create value, with Luxembourg once again in the engine room of global strategy.

Jerome Powell is facing what may well be the most important speech of his career. This week, at the annual Jackson Hole symposium, the Federal Reserve chair must not only defend his policy, but also the very principle of central bank independence.

Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.

Beta shows to what extent a portfolio moves in line with the market. But how well do investors really understand this relationship?

Greece is booming again, but is the recovery real or just stimulus-driven? Han de Jong examines the economic fundamentals.

Can AI fuel the next asset bubble? Han Dieperink draws bold parallels with 1998, dotcom mania, and Fed policy.

Can equity optimism still triumph in today’s volatile markets? Anne Gram explores 125 years of returns, resilience, and diversification wisdom.