Asset Allocation

Asset Allocation
June 8, 2020

How a midcap fund managed to limit losses in 2020

The Echiquier Agenor SRI Mid Cap Europe fund managed to limit its losses year-to-date to only -0.47%…
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Photo by chuttersnap on Unsplash
Asset Allocation
June 5, 2020

Why stock investors always look on the bright side of life

Europe and the United States are facing an almost unprecedented economic crisis: debts are rising…
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Asset Allocation
May 29, 2020

Investors oppose coronavirus cost cuts

Companies that opted to retain their staff and take measures to support their suppliers during the…
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Japan
Asset Allocation
May 27, 2020

‘Return of domestic investors to trigger Japan rally’

The return of private Japanese investors to the stock market could trigger a real rally, believes…
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Asset Allocation
May 26, 2020

Dramatic reshuffle for S&P Low Volatility Index

The S&P 500 Low Volatility Index, consisting of the 100 least volatile stocks in the index, was…
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Asset Allocation
May 25, 2020

‘Short but fierce value rally ahead’

The difference in valuations between expensive and cheap stocks has overshot in recent weeks…
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Asset Allocation
May 22, 2020

Fund managers expect new market correction

Two in three fund managers think we are still in a bear market, the latest Bank of America Fud…
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Asset Allocation
May 20, 2020

Coronavirus image boost for healthcare stocks

As a result of the corona crisis, investors suddenly look at healthcare companies very differently….
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Asset Allocation
May 20, 2020

Foreign investors dump Treasuries

Several countries drastically reduced their exposure to US government bonds in March. Treasuries…
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Asset Allocation
May 20, 2020

‘Dividends to fall 15-35% in 2020’

Global dividend yields are expected to fall between 15 and 35% this year as the coronavirus pandemic…
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Asset Allocation
May 14, 2020

Why ESG funds did better in the crisis

In the fastest and deepest correction we’ve ever seen, ESG strategies have held up relatively well…
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Asset Allocation
May 9, 2020

'Balance sheets make the difference during market recovery'

Romain Boscher of Fidelity expects a sharp divergence in stock market performance during the…
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Asset Allocation
May 6, 2020

‘There’s no alternative for Treasuries’

US government debt is rising rapidly and the economy has come to a virtual standstill because of the…
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Asset Allocation
May 4, 2020

Chief economists disagree on post-corona market outlook

Chief economists are all waiting for the gradual lifting of lockdown measures. But otherwise, there…
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