Horizons

Read our latest insights on the issues that matter most in finance.

How Donald Trump’s norm-breaking reflects American weakness

President Trump’s extreme norm-breaking is not opportunistic, but strategic—a response to structural American weakness, both economic and geopolitical

The future of European competitiveness

European countries opt for local solutions to confront low producitivty growth

Adapting to aging societies

Governments will have to take more drastic measures to mitigate the effects of shrinking workforces

China's growth ambitions are on a collision course with the US

Trade barriers in the new world order

Addressing the mental health crisis and embracing new opportunities

Growing awareness of the global mental health crisis is leading to action

Indonesia and India: long-term prospects keep shining

Indonesia’s edge in economic freedom boosts its long-term appeal over India

Jobs and technology: a paradox in the face of labor shortages

The impact of demographics, behavioral trends and technology on labor supply

Adapting to climate change is our new reality

Can we turn inevitable climate challenges into catalysts for innovation?

Western countries that opt for austerity could see civil unrest worsen

The problem of government finances is growing worse because it is difficult to propose higher taxes and/or lower spending in the current political climate of civil unrest and populism

Putting private equity volatility into perspective

How does volatility differ between private equity and public equity?

The state is stepping back into space

Although the next space age was expected to be commercially driven, the state is re-engaging. This could actually enhance technical advancements, primarily through fiscal support

How to invest in commodities

While many investors anticipate a structurally higher demand for metals in the coming years, it might be better to anticipate a higher level of volatility

The current AI wave requires investor caution

What happened in the telecoms industry in the early 2000s reminds us to temper our expectations about the use cases for a new type of technology

A sudden surge in geopolitical risk is a reason to reduce bond exposure, not stocks

In times of increasing geopolitical risks, one might consider a higher tactical exposure to hedge funds or commodity long/short funds, reallocating from bonds

Four forces threaten a fiscal crisis in several Western countries

Western governments that take the initiative to reform their public finances before a crisis forces them to do so, are on the right track

How the Western public interest will clash with its governments' national security policies

The discussion around batteries and electric vehicles could trigger a turning point

A permanent change in human behavior is rare, but its impact is profound

The pandemic raised expectations for permanent changes in human behavior that did not materialize, yet the impact of remote work has been underestimated

How political decisions are creating new trends in financial markets

What investors may be overlooking is how government policies, in response to conflicts between countries, are creating new trends in financial markets

Could the era of stock market booms be over?

The conventional wisdom that says stocks will outperform bonds over the long term is based on a one-time 40-year period which occurred in only one country

How the United States could lose its status as "safe haven" for investors

Four scenarios point to the possibility of a decade of US underperformance

Trade routes are confronted with the greatest threats since World War II

Four different developments have raised the risk level of trade routes, which could significantly alter the 2024 outlook for inflation and interest rate levels

How the geopolitics of natural resources will lead to more re-ratings of financial markets

Research suggests that geopolitics of natural resources like energy and data will disproportionately affect some countries and companies

How Dutch foundations should rethink their investment strategies

We should be concerned about the long-term financial health of foundations

What genuine conversation between humans and chatbots means for investors

As the appeal of conversing with chatbots is continuously growing and they gain senses like voice and vision, investors should consider the current state of chatbots as the beginning of a larger trend

Why investors should pay more attention to picking the right countries

The global shift of power away from the West is creating more diversification opportunities for global investors who are willing to focus on country allocation

Thinking through the unthinkable: wars in Europe, the Middle East and Asia

A low exposure to Chinese markets will not safeguard an investment portfolio against a conflict around Taiwan

The far-reaching consequences of the cost of living crisis

The history of high inflation leading to revolution is echoing as people vote for extremist politicians, opt for cheaper living arrangements and invest in cost-saving technology

Are the BRICS+ investable?

When it comes to emerging markets, investors should forget about economic growth and political stability and pay more attention to the details of the changes occurring within these countries

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© Dasym Managed Accounts B.V.

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© Dasym Holding B.V.