Asset Allocation

Asset Allocation
December 17, 2020

‘Still a place for Treasuries in reflationary environment’

Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the…
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Asset Allocation
December 15, 2020

‘FAMAGs can navigate change in macro environment’

The impending economic recovery may well mean the big tech stocks will cede their market leadership…
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Asset Allocation
December 9, 2020

‘2021: a great year for equities and commodities’

A car with two accelerators and no brakes. This is how Philippe Gijsels (pictured right), chief…
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Asset Allocation
December 8, 2020

US high yield: opportunities in reopening trades and rising stars

The US Bloomberg Barclays High Yield Index has already risen by more than 30% since its low in March…
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Asset Allocation
December 6, 2020

Janus Henderson: inflation of up to 5% in 2021

The world economy is set for strong growth next year, helped by a broad roll-out of the coronavirus…
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Asset Allocation
December 3, 2020

Is a residential property bubble building in Luxembourg?

The price of an average house in Luxembourg has now risen well above €1m, making the Grand Duchy…
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Asset Allocation
December 2, 2020

‘Only core office space still has a future’

Many people will continue to work partly from home until after the pandemic is over. This reduces…
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Asset Allocation
December 1, 2020

Lombard Odier: 10 investment ideas for 2021

It’s outlook time: asset manager are presenting their investment outlooks for 2021. Lombard Odier’s…
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Asset Allocation
November 30, 2020

‘Value outperformance is only just beginning’

The expected returns on US value stocks are attractive compared to growth stocks. As a coronavirus…
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Asset Allocation
November 27, 2020

‘EU should launch pandemic bonds to deal with health emergency’

A solution must be found at the European level to deal with the costs of extreme health risks such…
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Jeroen Blokland
Asset Allocation
November 23, 2020

‘Equities can return up to 16% in 2021’

‘It’s a good time to be a bit more bullish again,’ says Jeroen Blokland, head of Robeco’s multi…
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Asset Allocation
November 18, 2020

‘Biden victory confirms dollar bear market’

The dollar will depreciate by another 10-15% over the next 3 to 5 years as the election of Joe Biden…
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Asset Allocation
November 17, 2020

'No good entry point yet for energy stocks'

Oil stocks have never been so cheap, but there are no signs yet that prices have bottomed out. We’re…
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Asset Allocation
November 13, 2020

JP Morgan AM: US equities make way for Europe and EM

The American exceptionalism will finally make way for outperformance of European and EM equities…
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