Investing in transition?

The regulations surrounding the European sustainable finance package seem to have entered somewhat calmer waters for now. Nevertheless, the topic of transition financing and transition investing remains relevant, especially as there is a need for clear frameworks and definitions.

Chart of the Week: The ECB will sleep soundly

Inflation in the Eurozone has fallen to 1.8 percent. This marks the first time since June 2021 that inflation in September dropped below the ECB’s target of 2 percent. Despite many experts claiming that the central bank interest rate can’t be lowered much this time, the ECB now has plenty of reasons with this latest inflation figure to significantly cut interest rates.

Gold soars, but who cares?

It can hardly have escaped your notice: gold is hot! The gold price is currently breaking record after record, and even the ‘mainstream’ financial media can no longer ignore the yellow metal. But when I read these stories, they mostly raise a lot of questions for me. Are traditional investors really that naive now, or are they deliberately looking the other way?

Lagarde unintentionally reveals a glimpse behind the ECB-scene

Naturally, the interest rate decision and everything surrounding it took centre stage earlier this month when the European Central Bank (ECB) board met in Frankfurt. And of course, questions during the press conference focused on what we can expect in the coming quarters. Like many others, I was tuned in, eager for insights.

Madness

Former ECB president and prime minister of Italy, Mario Draghi, has written a report containing the obvious yet completely unnecessary conclusion that Europe has completely missed the boat on innovation and competitiveness. ‘Duh!’