Asset Allocation

Asset Allocation
November 11, 2020

Outperformance without big tech? It’s possible!

In recent years it has been impossible for global equity funds to beat the index without a…
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Asset Allocation
November 10, 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money…
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Asset Allocation
November 9, 2020

Covid-19 vaccine: has the value rotation arrived?

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit…
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Asset Allocation
November 8, 2020

Hydrogen – the next frontier for energy investors

Hydrogen will play a key role in the energy transition and will therefore offer plenty of…
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Asset Allocation
November 4, 2020

Asset managers: neck and neck election race ‘worst possible outcome’

The too-close-to-call race in the US presidential elections is the worst possible outcome for…
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Asset Allocation
November 3, 2020

‘Investors can benefit from Chinese switch to gas'

Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of…
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Asset Allocation
November 2, 2020

‘Biden victory will lead to value rotation’

A victory of Joe Biden in the US presidential election will bring an end to the dominance Wall…
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Asset Allocation
October 27, 2020

‘45% of investors’ active equity risk not rewarded’

An average of 45% of active equity risk taken by institutional investors can be regarded as…
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Asset Allocation
October 21, 2020

‘Credit markets are in waiting mode’

European credit markets have hardly responded to the reports about the second coronavirus wave…
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Asset Allocation
October 20, 2020

‘Investors must hold big tech to account’

Many technology companies have risen to dominance in a relatively short space of time, with…
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Asset Allocation
October 16, 2020

Negative-yielding bonds approach record

The total volume of negative-yielding bonds is fast approaching the record set in early 2019. This…
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Guy Lerminiaux
Asset Allocation
October 14, 2020

‘Growth/value debate is pointless’

The debate between value and growth is pointless, says Guy Lerminiaux, CIO of Degroof Petercam Asset…
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Asset Allocation
October 13, 2020

Pimco: more volatility, less return

Investors will face tough challenges in the coming years, according to Pimco. While volatility will…
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Asset Allocation
October 12, 2020

‘No need to worry about Chinese debt’

Foreign investors and central banks will continue increasing their allocation to Chinese government…
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