Asset Allocation

Asset Allocation
October 7, 2020

'Shopping centre valuations are 30-40% too high'

External valuations of retail properties are unreliable. Our models indicate considerably lower…
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Asset Allocation
October 5, 2020

 Analysis: value traps hold back European equity recovery

The prices of European banking stocks have fallen to their lowest level in more than 30 years. The…
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Asset Allocation
October 2, 2020

Is the tide turning again for emerging markets?

The weakening dollar has been a boon for emerging market debt in recent months. Spreads have…
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Asset Allocation
September 29, 2020

Robeco: from risk-free returns to return-free risks

Investors should increase risk as some traditional safe havens are losing their shine, Robeco says…
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Asset Allocation
September 28, 2020

'Global equities have 75% upside potential'

Global equities can rise by up to 75% over the next five years driven by profit growth, according to…
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Asset Allocation
September 23, 2020

US elections coming up - Why you should stay invested

It’s less than six weeks to the US presidential elections. Capital Group has made a few rules of…
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Asset Allocation
September 22, 2020

‘Real equity returns of 7-10% still possible post-Covid’

Solid growth companies will continue to live up to high expectations by showing strong profit growth…
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Asset Allocation
September 15, 2020

‘High-yield market correction is looming’

The high-yield market has recovered nicely from the corona-induced market crash, but further price…
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Asset Allocation
September 14, 2020

Luxembourgers continue to shun investment funds

Despite the Grand Duchy’s status as Europe’s largest investment fund centre, Luxembourgers hold…
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Asset Allocation
September 11, 2020

Analysis: the end of the short-sellers?

Have hedge fund managers just lost it? More and more leading managers are returning assets to their…
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Asset Allocation
September 9, 2020

Inflation: to be or not to be?

After the relaxation of the inflation target by the Fed, investment experts are rushing to predict a…
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Asset Allocation
September 1, 2020

'Fed U-turn will propel inflation'

The Fed’s announcement last Thursday that it will now target an ‘average’ inflation rate of 2% is a…
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Asset Allocation
August 25, 2020

Dividend pay-outs fall by 22%

Dividend payments fell by a record 22% in the second quarter, hitting their lowest level in eight…
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Asset Allocation
July 30, 2020

Big tech wins big in crisis

I n mid-July, Bloomberg published a revealing, or if you wish, shocking message: a list of the…
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