Venezuela, Greenland and the return of spheres of influence
When United States forces seized President Nicolás Maduro of Venezuela, the political shock was immediate. The market reaction was not. Oil prices barely moved, investors stayed largely on the sidelines and attention quickly shifted from what had happened in Caracas to what it might reveal about how Washington now intends to wield power beyond its borders.
White House reins in proxy firms, curbing shareholder power
The US government is moving to scale back the influence of proxy advisers ISS and Glass Lewis, casting the firms as ‘foreign-owned political actors’.
EU promises big, hoping Trump doesn’t read the fine print
On Sunday, Brussels bowed to demands from across the Atlantic. Some call it a strategic blunder. Others say it’s a clever bluff.
Trump’s new tariffs shake up inflation outlook and Fed planning
Washington’s revived protectionism is putting fresh pressure on the Federal Reserve. Investors are once again bracing for trade disruption, rising inflation, and slower U.S. growth. For now, Asia is taking the first hit.
‘Liberation Day’ reignites a classic trade debate
Trump’s tariff push revives an old trade theory — and investors should pay attention to what Samuelson really meant.
Trump’s opening moves set tone for US inflation
Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?
Trump’s second term
Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.
SEC orders monthly portfolio disclosures for US funds
The Securities and Exchange Commission (SEC) has introduced new regulations requiring fund managers to disclose their investment holdings on a monthly basis, replacing the current quarterly reporting schedule.
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.
Luxembourg develops China relationship amid US standoff
Luxembourg is hoping its long, friendly relationship with China can help keep the superpower on a path towards more investment-friendliness instead of sable-rattling with the US. Levels of investment in China by Luxembourg-domiciled investment funds dipped during that country’s difficult Covid times. Some institutional investors are staying away due to darkening US-China relations. Hopes for a resurgence depend on peace.