Is the USA Stock market too expensive?
The S&P 500 has enjoyed a stellar decade of growth, compounding at 12% in US dollars. In comparison, the MSCI ACWI (All Country World Index), excluding the USA, has compounded at only 5% over the same period.
Has US exceptionalism peaked?
Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500 returning 25%, led by the “Magnificent 7” at 70%.
Perspective: Energy
Throughout human history, economic growth has been driven by population growth and productivity per person.
Perspectives on artificial intelligence
Artificial Intelligence (AI) is a term used rather loosely, but at its essence, it can be used simply as an umbrella term for strategies and techniques you can use to make machines more human-like.
Perspective: S – ALD
On the 16 April 2023 the Dutch cabinet announced a €28b climate investment package, with an additional €5b also allocated to an expansion of nuclear energy.
Perspective: EU policy
On the 16 April 2023 the Dutch cabinet announced a €28b climate investment package, with an additional €5b also allocated to an expansion of nuclear energy.
Values-driven investing
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