Most recent columns

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.

Bob Homan: AI makes analysts more human

Tue, 05 May 2026 08:19:23 +0200

By Bob Homan, Head of ING Investment Office

What is the added value of an equity analyst now that AI can effortlessly take over the calculations? The answer lies in unrivalled imagination.

Bob Homan: Turmoil on stock market does not necessarily mean more action

Tue, 07 Apr 2026 08:04:54 +0200

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

By Bob Homan, Head of ING Investment Office

In times of constant news about war, volatility and other calamities, ‘doing nothing’ almost seems like an act of courage. But sometimes that is exactly what is needed.

Bob Homan: Softwaremageddon? Why panic is premature

Tue, 10 Mar 2026 08:01:03 +0100

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

By Bob Homan, Head of ING Investment Office

The technology sector started the year with some slight turbulence. Globally, tech is down this year, while the broader market is up. Given that technology now accounts for almost a quarter of global market capitalisation, it is understandable that any shock in this sector is immediately felt in the broader market.

Bob Homan: Why is the risk premium so low?

Tue, 10 Feb 2026 06:01:39 +0100

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

By Bob Homan, Head of ING Investment Office

Judging by the major indices, the market appears calm. But beneath the surface, things are certainly bubbling. The day will come when investors will want to be compensated for the extra risk.