Jeroen Boogaard

Asset Allocation
March 14, 2022

'Good moment to move into green bonds'

It is a good moment for investors to green their bond portfolios. The asset class is considered…
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David Bouchoucha, BNP Paribas AM 
Asset Managers
December 21, 2021

Spreads on smaller SME loans still attractive

As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However…
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Andrew Amos, M&G Investments
Asset Managers
October 14, 2021

More distressed debt opportunities coming  

As governments and central banks wind down their support programmes, more corporate defaults and…
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Jessica Hardman, DWS
Investing
September 1, 2021

Non-sustainable real estate becoming stranded asset

Investing in green property not only has social added-value, but also reduces the financial risk in…
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Natasha Ebtehadj, Columbia Threadneedle
Asset Managers
August 31, 2021

Columbia Threadneedle: no worries on record stock prices

“As corporate profits are rising much faster than expected, high valuations in the equity market are…
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Marcel Voogel (left) & Bart Bijmolen
Asset Managers
August 18, 2021

Hedge fund “a good fit” for pension funds’ portfolios

The Mint Tower Arbitrage Fund aims for a positive absolute return under all market conditions, and…
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Willemijn Verdegaal, Ortec Finance
Asset Allocation
July 19, 2021

"Green benchmarks: limited added value"

Green indices reduce the carbon footprint of investment portfolios, but their added value is…
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Asset Managers
April 23, 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below 2% for developed economies over the next…
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Asset Managers
March 3, 2021

‘These two megatrends are crucial for investors’

Disruption is wiping out entire sectors and companies. While winners are hard to predict, using…
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February 23, 2021

‘Investors still underestimate sustainable companies’

Shares of companies that are good for the world often manage to strengthen their competitive…
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Asset Allocation
February 15, 2021

‘Our quality companies are inflation-proof'

Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary…
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Asset Allocation
January 29, 2021

‘Growth in power semiconductors to continue for 10 more years'

Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To…
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Asset Allocation
January 26, 2021

‘20% upward potential for European banking stocks’

The share prices of European banks have been rising in recent months, and their rally has further to…
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Asset Allocation
January 22, 2021

‘Dollar weakness double whammy for expensive US stocks’

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much…
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