Expert Visions
The world is full of wealthy pessimists
We live in unusual times. Just take an average financial newspaper and look at the first pages. Commentators will tell you that we are facing a financial crisis, a rise in inflation, an imminent recession and a US dollar which is hardly worth the paper it is printed on.
Fasten your seatbelts, but don’t panic!
Many things in life move in cycles. We know economic cycles, product life cycles and even an elusive hormonal cycle which supposedly leads to an itch every seventh year!
The US consumer is coughing; will equity markets catch a cold
Metaphorically speaking, one could say that the US consumer is falling ill at the moment. After years of having lived on steroids, with his consumption being boosted by extra mortgages and negative saving ratio’s, he is now suffering the inevitable after effects of this exuberance.
Fear and greed in a globalising world
Fear and greed have always been major drivers of excesses in financial markets. The effects of globalisation and cheap money have only worked to reinforce this, especially in this millennium. Why?
Senior Investment Specialist Ad van Tiggelen about Asset Allocation in October.