Opinion

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.

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are left searching for the next catalyst to keep the bull market alive. One likely candidate can be found in some rented office space in Washington.

Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central banking’s insular, self-congratulatory world.

While many economists were once again forecasting a recession and plenty of so-called market experts were calling an end to the rally, equity markets are celebrating summer with new record highs. I’m curious to see how they’ll explain their latest miss.

It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is memorable for two reasons: first and foremost, of course, for the opportunity to sit down and talk with Volcker. But also because that week, EUR/USD reached its all-time high, just shy of 1.60.

Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to discuss the potential reclassification of Vietnam’s capital market. This marks an important moment in Vietnam’s journey from frontier market to emerging market status in 2025—a long-awaited upgrade that has been on the table since 2018.