Investment Officer Netherlands

The to-and-fro of Donald Trump's tariff policy maintains a general climate of uncertainty, reducing visibility for all economic players, note Guy Wagner and his team in their latest monthly market report "Highlights".

Stuart Dunbar, partner at Scottish asset manager Baillie Gifford, reaffirms the importance of active investment management to a healthy capitalist system.

Can EM local currencies benefit from the decline of the dollar?

In deze dynamische omgeving geeft Mark Baribeau zijn visie op groeibeleggen en belicht hij belangrijke seculiere trends die ondanks de aanhoudende onzekerheid aantrekkelijke kansen kunnen bieden.

An ever-changing geopolitical chess game.

Equity markets are undergoing a period of significant transformation, driven by changing monetary policies, persistent geopolitical tensions, and evolving economic conditions.

Mercantilism, an economic doctrine that reached its apogee in 19th-century United States, is returning to the forefront as the new Trump administration rapidly rolls out protectionist economic and industrial policies.

Uneasy calm in the US, new problems for risky assets on the way.

Two weeks ago, the 2025 roller coaster surged as Trump confirmed he never planned to fire Fed Chair Powell, Treasury Secretary Bessent eased China tariffs, and Musk announced he'd step back from the Department of Government Efficiency (DOGE)...

The president has retreated but he could advance again!