Opinion

A new (American) recession remains a hot topic. And it’s understandable because a significant series of interest rate hikes by the Federal Reserve, coupled with an inverted yield curve, typically leads to economic trouble. You’d need a well-supported “this time is different” argument to claim there’s no chance of a recession.

If you want to generate returns through stocks, focus on companies that achieve a higher return on invested capital than it costs to raise that capital. This is the essence of value creation.

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.

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”.

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

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.

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

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

House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a critical housing market crisis.

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