The vanished housing market
House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a critical housing market crisis.
Ferrytales
It is high time for asset managers to reassess their private equity allocations, argues Jeroen Blokland.
Inimitable ECB
Data-dependent, that was perhaps the word we heard most often from the president of the European Central Bank (ECB) in recent months.
Will debt sink the American empire?
With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.
Value investing is dead, long live value investing
A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.
High interest rates as an explanation for strong economy? Nonsense!
Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.
Vive la sixième république!
Never before have there been so many elections in a single year, and yet another one looms.
Vive la France!
The European election results have sent shockwaves through traditional media and financial markets alike, primarily due to the significant shift towards right-wing parties.
The EU risks becoming an open-air museum
While tourists flock to locations steeped in history, investors take the opposite approach; they flock to locations focused on the future.
Finally, a stir
The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been a bit boring at times. But with the latest set of macro figures, things are getting a bit more exciting again, with a likely good outcome as a result.
I have regularly been called a “permabear” over the past 12 months, if not longer. Because even though the US economy in particular was steaming ahead, the chances of a recession have never been zero, in my opinion.