Time to question the central bank herd mentality
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.
Investment Outlook: bickering over corrections
“The equity market is moving towards a bubble”, said Jeroen Blokland said during the annual Fondsnieuws Investment Outlook, organised by Investment Officer Luxembourg’s Dutch sister publication. High valuations and exaggerated growth expectations make the probability of corrections in 2022 very high. This statement did not meet with unanimous approval. According to Edin Mujagic, chief economist at OHV Asset Management, this is in fact the ideal environment for equities.