Opinion Leaders

Opinion Leaders

Why China is focusing on anti-involution reforms

18.12.2025 4 Min.

China is putting an end to the race for the lowest prices. The country wants to curb low-price competition, promote...

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Opinion Leaders

Whatever happened to trade tariffs?

16.12.2025 4 Min.

Worries about trade tariffs – a major source of stress at the start of the year – seem to have...

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Opinion Leaders

5 reasons for strong healthcare year in 2026

16.12.2025 7 Min.

The healthcare sector is entering the new year with a strong wind at its back.

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Opinion Leaders

Excellent news from corporate earnings

12.12.2025 4 Min.

The outcome of the 3Q earnings reporting season in the US was markedly positive. Corporate earnings increased by 14% y/y,...

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Opinion Leaders

There are no off-the-shelf investment solutions

11.12.2025 1 Min.

With the increasing number of products and investment solutions, the need for personalized advice is growing.

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Opinion Leaders

When Euphoria Hides Fragility – Heading into 2026

10.12.2025 4 Min.

The traditional year-end crystal ball exercise, consisting of listing outlooks and convictions for the next 12 months, often resembles the...

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Opinion Leaders

The demographic winter: watch out for slippery financial conditions

04.12.2025 4 Min.

France should be ready “to lose its children” in the event of an armed conflict, according to the Chief of Staff of the...

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Opinion Leaders

Europe is on track for a cyclical rebound

04.12.2025 7 Min.

Europe’s economy has the wind at its back as it enters the new year. Macroeconomic indicators are showing signs of...

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Opinion Leaders

Rise of the Renminbi

03.12.2025 3 Min.

Geopolitical friction fuels China’s growth paradox

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Opinion Leaders

The shadow of SCOTUS

01.12.2025 4 Min.

Beyond the publicity stunts, it is now before the Supreme Court that a key part of the US economic strategy...

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Opinion Leaders

Outlook for 2026: International and small-cap equities are best positioned

28.11.2025 4 Min.

The economy is operating at two speeds: while AI-related sectors are experiencing a veritable boom, other segments – particularly manufacturing...

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Opinion Leaders

Navigating a New Era of Wealth 

26.11.2025 4 Min.

We are currently witnessing one of the most significant generational wealth transfers in history, driven by Generation F— The Generation...

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Opinion Leaders

Comparable doesn’t mean identical

21.11.2025 4 Min.

Renowned investors such as Michael Burry – famous for having anticipated the subprime crisis – are betting on a fall...

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Opinion Leaders

Jefferies Healthcare Conference 2025

21.11.2025 4 Min.

Optimism sets the tone in talks with industry leaders

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Opinion Leaders

Supreme blow?

14.11.2025 4 Min.

5 November was a strange day on equity markets – the stocks that had been hardest hit by US trade tariffs...

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Opinion Leaders

Between Geopolitical Easing and Monetary Support

14.11.2025 8 Min.

The interest rate cut by the US Federal Reserve confirms the easing of monetary policy. Together with the easing of...

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Opinion Leaders

2025 World Climate Conference: What to expect from COP30

10.11.2025 2 Min.

COP30 is being billed as the implementation COP, signalling a shift in focus from broad pledges to delivery. However, expectations...

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Opinion Leaders

The dealer in rare earths versus the dealmaker

07.11.2025 3 Min.

On 30 October 2025, the two most powerful men in the world, Xi Jinping and Donald Trump, met in Busan...

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Opinion Leaders

Shutdown brings high-frequency data to the fore

05.11.2025 3 Min.

Over the past few weeks, following the suspension of the release of official macroeconomic data on the US economy, socalled...

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Opinion Leaders

Tariff risks have a smaller impact on European small and mid caps

29.10.2025 5 Min.

The Bellevue Entrepreneur Europe Small Fund has received multiple awards in recent days. The team led by Birgitte Olsen impressed...

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