Asset Allocation

Gertjan Verdickt
Asset Allocation
July 20, 2021

Don’t marginalise stock markets

One of the most important functions of a financial system is to bring together people with an…
Read more
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…
Read more
Capital Group economist Robert Lind
Asset Managers
June 30, 2021

Capital Group: inflation threatens to be higher than expected

Capital Group economist Robert Lind is a bit short on calling the current inflation surge temporary…
Read more
Asset Managers
May 20, 2021

Three female fund managers, “apparently notable”

Although it was never a conscious decision, the fact that the DWS real estate fund Europe II is…
Read more
Burry vs Wood
Asset Managers
May 19, 2021

The tug-of-war between Michael Burry and Cathie Wood

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an…
Read more
Asset Managers
May 18, 2021

Ethenea: avoid deep value and overvalued growth stocks

“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
Read more
Bill Street, Quintet
Asset Allocation
May 11, 2021

Quintet globalises asset allocation

Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation…
Read more
Capital Group CEO Robert Lovelace
Asset Managers
May 10, 2021

Capital Group: China adopts dual-track strategy

Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
Read more
Asset Allocation
May 7, 2021

GaveKal: China's radically different answer to US fiscal spending

While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
Read more
Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
Read more
Asset Allocation
April 9, 2021

‘Japan value rally is already over’

Optimism about an imminent end to the coronavirus lockdowns and the announcement of substantial…
Read more
Asset Allocation
April 2, 2021

‘Biden support package to benefit small caps'

US stocks are historically expensive. But this applies in particular to large caps. Small caps are…
Read more
Asset Allocation
March 28, 2021

To bitcoin or not to bitcoin?

Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay for their car in…
Read more
Asset Managers
March 26, 2021

‘Asia: growth shifts from big tech to niche players'

Growth in the Asian stock market no longer comes from big tech companies. The best growth…
Read more