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December 2013

Opinion Mind the Gap

To those who have seen headlines over new record highs in equity markets or who mainly judge equity market valuations on the back of price-earnings or earnings yields it might sound strange to argue that equities are (...)

July 2013

Regulation Institutional investors will not provide long-term financing to the real economy without access to genuinely long-term instruments

Policy makers increasingly wish to see institutional investors become more involved in the financing of the real economy...

July 2013

Opinion Maarten-Jan Bakkum’s take on Egypt

By ousting President Morsi the Egyptian army prevented a violent climax in the battle between opponents and supporters of the president. In the past year, the Morsi administration has not been able to make any progress in solving the huge economic and social problems in the (...)

May 2013

Strategy Allocators Scale Back in Commodities and Emerging Market Stocks

BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning For China Slowdown and Low Inflation...

March 2013

Opinion Three reasons why the 21st century will be American

“Which country will be the new China? Which country is ready to dominate the world economy? Not India, not Brazil, nor any other rapidly expanding emerging country, says Henk Grootveld. No, it is…the US.”

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