Jeroen Blokland

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.

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”.

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.

Donald Trump still leads in the polls. This has sparked a surge in so-called ‘Trump trades,’ reminiscent of market reactions seen during his previous tenure.

We are at a crossroads when it comes to incoming macro data. While it was long hoped for some disappointing figures to give the Federal Reserve the final push to move away from the “higher-for-longer” faith, good news is now “just” good news again.

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

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

With the United States facing another daunting budget deficit of seven percent of GDP this year, such alarming depictions of debt are proliferating.

Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.