Skip to main content

Breadcrumb

  1. Back to site
  2. View Categories

Opinion

Publish to
Investment Officer Belgium
Investment Officer Luxembourg
Investment Officer Netherlands

Chart of the week: The great rebalancing

Submitted by raymond.frenke… on Mon, 19 Aug 2024 - 06:05
  • View in COM
  • View in LU
  • Read more about Chart of the week: The great rebalancing

Government bonds have long enjoyed a special place in investors’ portfolios. Often seen as a cornerstone of stability, their appeal as a safe haven is rarely questioned.

Unfortunately, this is not the end of the carry trade

Submitted by raymond.frenke… on Mon, 12 Aug 2024 - 06:05
  • View in COM
  • View in LU
  • Read more about Unfortunately, this is not the end of the carry trade

The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase was larger than expected. And so “all hell broke loose”.

Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

Submitted by raymond.frenke… on Wed, 07 Aug 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about Luxembourg labyrinth: Daisy Mae’s quest to launch a fund

Daisy Mae faces a complex journey launching a railway investment fund in Luxembourg amidst regulatory challenges and tight deadlines.

Time to question the central bank herd mentality

Submitted by raymond.frenke… on Mon, 05 Aug 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about Time to question the central bank herd mentality

Central bank analysis rarely goes beyond predicting the timing of the next interest rate step and the total number of interest rate steps that will be implemented over a given period, writes Jeroen Blokland.

JD Vance as the new power player

Submitted by raymond.frenke… on Thu, 25 Jul 2024 - 06:06
  • View in COM
  • View in LU
  • Read more about JD Vance as the new power player

Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.

Schade Deutschland, alles ist vorbei

Submitted by raymond.frenke… on Mon, 15 Jul 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about Schade Deutschland, alles ist vorbei

Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.

The vanished housing market

Submitted by raymond.frenke… on Wed, 10 Jul 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about 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

Submitted by raymond.frenke… on Mon, 08 Jul 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about Ferrytales

It is high time for asset managers to reassess their private equity allocations, argues Jeroen Blokland.

Inimitable ECB

Submitted by raymond.frenke… on Tue, 02 Jul 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about 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?

Submitted by raymond.frenke… on Mon, 01 Jul 2024 - 06:00
  • View in COM
  • View in LU
  • Read more about 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.

Pagination

  • Previous page
  • Current page 14
  • Next page
Subscribe to Opinion