Investing

Pigeonholing on the beach 
Asset Allocation
January 6, 2022

Economist's view: the fight against the pigeonholing spirit

An equity portfolio can be approached in various ways. There is a division between domestic shares…
Read more
Drawing a lightbulb
Investing
January 4, 2022

Economist's view: five lessons from 2021

The nice thing about the investment profession is that creativity is more important than striving…
Read more
Oil market
Investing
January 4, 2022

Top 5 Energy stocks: Schroders in the lead

Energy sector equities are having a good year. In recent years, however, investors in the sector…
Read more
Sustainability returns
Investing
January 3, 2022

Economist's view: what does sustainability cost?

2021 was the third year in a row where sustainable investors outperformed non-sustainable investors…
Read more
Bill Ackman, Pershing Square Capital Management
Investing
December 27, 2021

Inflation exceeding 10%

“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square…
Read more
The reckoning
Investing
December 22, 2021

2021, can we settle the score?

Traditionally, the first outlooks for the coming year trickle in from September onwards. With…
Read more
Jérôme Van Der Bruggen, Bank Degroof Petercam
Investing
December 17, 2021

Large-scale investment plans give new impetus to equities

European equities are very attractive right now with a risk premium of around 7 per cent. To…
Read more
Pascale Nachtergaele, Nagelmackers
Investing
December 15, 2021

Nagelmackers: European property remains excellent diversifier

Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still…
Read more
Moonlight
Investing
December 10, 2021

Top 5 fund liquidations: a look at the investment funds graveyard

Every year, thousands of new investment funds see the light of day. A catchy name, an attractive…
Read more
Anton Brender and Florence Pisani, Candriam
Asset Allocation
December 8, 2021

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for…
Read more
Bill Street, Quintet
Investing
December 8, 2021

Lehman collapse does not apply

Quintet Private Bank has become more positive on Asia, both strategically and tactically. In the…
Read more
Guido Baltussen, Robeco
Investing
December 7, 2021

Momentum, value and beta already existed in 1866

For five years, a group of students from Erasmus University in combination with three Robeco…
Read more
Tower of Babel, Breughel 
Asset Managers
December 6, 2021

Analysis: is EU now the turtle of sustainability?

Just a few weeks after the UN climate conference COP26 in Glasgow, one of the European Commission’s…
Read more
Saxo Outragious predictions, source: Saxo
Investing
December 6, 2021

Saxo's crazy predictions for 2022

Saxo’s traditional “Outrageous predictions” for 2021 were right on target, suggesting an extreme…
Read more