Market Update, 14 January 2025, with columns by Harry Geels, Han Dieperink, Pim Poppe and EDHEC
Market Update, 21 January 2025

Pim Poppe: Geopolitical risks and corporate resilience

Welcome to 2025, the year of geopolitical risks. What geopolitical risks should companies consider and what can they do to mitigate them?

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2025: A year of opportunity amid economic uncertainty?

With inflation cooling and the Fed transitioning from rate hikes to rate cuts, are bonds poised to perform well according to Columbia Threadneedle Investments?

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EDHEC: How did the private equity market perform in 2024?

As we head into 2025, the market or exit price of private equities remain under intense scrutiny amid shifting macroeconomic conditions and increased regulatory oversight.

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Han Dieperink: Permabulls versus permabears

Both stock market optimists, permabulls, and stock market pessimists, permabears, suffer from cognitive dissonance. This leads to tunnel vision, detrimental to a sound analysis.

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Harry Geels: Do you believe in Seaspiracies?

The Netflix documentary Seaspiracy suggests that as many as ten conspiracies exist around fishing. An interesting learning case on the concept of factchecking.

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