id_home_story

Harry Geels: Inheritance tax is a tax on future prosperity

Wed, 15 Jul 2026 10:16:45 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

Supporters of higher inheritance taxes argue that an inheritance represents a form of new income for the beneficiary and should therefore be taxed heavily, just like earned income. Opponents point out that the assets have often already been taxed before and refer to this as double taxation. However, there is a third, less frequently heard perspective: that of classical economics.

Gerd-Jan van Wiggen: SpaceX IPO, where did I see this before?

Tue, 16 Jun 2026 10:36:42 +0200

By Gerd-Jan van Wiggen, Partner at Probability & Partners

Last Friday, when I was following the SpaceX listing, my mind wandered off to the late 1990s, when I was looking to invest in the now infamous Lernout & Hauspie.

Harry Geels: Greece, from debt crisis to market darling

Tue, 02 Jun 2026 12:24:04 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

The country that, a decade ago, was synonymous with mismanagement, debt restructuring and political chaos is once again being embraced by investors. There are broadly four reasons to take a more positive view of Greece. Taken together, they provide an excellent case study for both economists and investors.

Bob Homan: China is benefiting from the new energy order

Tue, 02 Jun 2026 08:27:04 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Bob Homan, Head of ING Investment Office

Every energy crisis creates winners and losers. In the 1970s, it was Japan that adapted rapidly to a world of expensive energy. In the current energy crisis, China appears to hold the right cards.

DNB: De digitale euro, een nieuwe stap in de evolutie van het geld

Wed, 27 May 2026 14:51:47 +0200

‘De digitale euro is eigenlijk niets anders dan een bankbiljet in een digitaal jasje.’ Dat zei Olaf Sleijpen vandaag in Amsterdam bij zijn speech voor de JongDNB Summer School. Hij plaatste de digitale euro in de lange geschiedenis van het geld, en vertelde wat de digitale euro wel en niet is, en waarom DNB er voorstander van is.

Han Dieperink: The bull market is only halfway through

Tue, 12 May 2026 15:21:22 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

Since the autumn of 2022, I have been sticking to the ‘über-Goldilocks’ scenario: an economic and stock market environment that is almost too perfect. Not too hot, not too cold, but just right – and then a little bit more on top of that.

Fawaz Gerges: Integration of Israel into the Middle East is an absolute necessity

Thu, 09 Apr 2026 06:04:31 +0200

_{This interview was originally written in Dutch. This is an English translation.}

The spiral of violence has gripped the Middle East for decades. It is part of a difficult process towards self-determination for local populations, who are structurally oppressed in most countries in the region. For more than a century, foreign powers have protected authoritarian regimes. Israel's role in this is crucial. The country must integrate into the region. Otherwise, the spiral of violence will never end.

By Joost van Mierlo

Schroders: Vier lessen uit het verleden om het hoofd koel te houden

Wed, 11 Mar 2026 09:13:09 +0100

Sterke koersbewegingen zijn onvermijdelijk en komen vaker voor dan men zich realiseert.
Zelf als markten in de loop van een jaar aanzienlijke dalingen ondergaan, blijkt dat de gemiddelde winsten in het verleden die verliezen ruimschoots compenseren.
Wie probeert de markt te timen door tijdens periodes van hoge volatiliteit uit de markt te stappen, maakt grote kans zijn rendement op lange termijn aanzienlijk te verminderen.
Aandelen presteren veel beter dan cash voor wat betreft het behalen van rendementen die de inflatie overtreffen, zowel op lange als op korte termijn.

Schroders: Vijf lessen uit de beurshistorie

Thu, 27 Nov 2025 15:12:20 +0100

Misschien zijn beleggers het alweer vergeten, maar in april kelderden de beurzen bijna 20% na Liberation Day, om vervolgens op te veren naar recordstanden.

Pim Poppe: Coming and going

Tue, 28 Oct 2025 10:08:51 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Pim Poppe, Managing Partner at Probability & Partners

Civilisations, hegemonies, forms of government, leaders, truths: they come and go. It is a rhythm of generations or centuries, not of years or decades.