Most recent columns

Han Dieperink: AI and ESG

Tue, 15 Sep 2026 06:02:40 +0200

By Han Dieperink, written in a personal capacity

ESG is out of fashion. It used to be a useful tool for assessing long-term risks. Now it is mainly a topic that people argue about.

Han Dieperink: Back to the old normal

Fri, 11 Sep 2026 10:04:14 +0200

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

Low interest rates were not the ‘new normal’, but an exception. Now that the global savings surplus is disappearing, we are returning to structurally higher interest rates and full-fledged bonds.

By Han Dieperink, written in a personal capacity

Han Dieperink: How many shares do you actually need?

Fri, 04 Sep 2026 06:03:20 +0200

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

Ask an asset manager how many shares should be in a portfolio and the answer is almost always the same: it depends on your age and your risk profile. But is that really true?

By Han Dieperink, writing in a personal capacity

Han Dieperink: Interest rate hysteria

Tue, 01 Sep 2026 16:57:58 +0200

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

By Han Dieperink, writing in a personal capacity

Long-term interest rates are rising, and this is rekindling old fears. In the United States, the yield on 30-year government bonds has risen above 5 per cent, the highest level since 2001.

Han Dieperink: Emerging markets call for selectivity

Wed, 19 Aug 2026 08:28:19 +0200

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

By Han Dieperink, written in a personal capacity

For the first time in years, emerging markets have been outperforming the developed world since 2025. This followed a long period of underperformance. Growth in China slowed, commodities were cheap, and large amounts of investment capital flowed into the United States.