Investing

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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Asset Allocation
May 1, 2020

Too early to increase risk for Jupiter's Bezalel

With a balanced performance since the beginning of 2020, Jupiter Dynamic Bond has confirmed its…
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Asset Allocation
April 29, 2020

Sustainable businesses outperform during corona crisis

Companies with above average sustainability profile held up better during the first month of the…
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Asset Allocation
April 28, 2020

'Up to 40% of Stoxx 600 to scrap dividend'

A quarter of the 600 largest listed companies in Europe have already suspended or cancelled dividend…
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Asset Allocation
April 22, 2020

'Lack of guidance requires top-down approach'

The earnings season has started in Europe. But it’s a rather strange one. ‘All companies have…
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Asset Allocation
April 19, 2020

Investors kept in the dark as earnings season starts

The first US earnings results came in published last week. As always, the major banks were first…
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Asset Allocation
April 16, 2020

‘Recession creates entry opportunities for private equity’

The real impact of the corona crisis on private equity valuations has yet to become visible, but it…
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Asset Allocation
April 16, 2020

BlackRock advises: Sell US Treasuries

The Federal Reserve is by far the largest single owner of US government bonds. If the Fed continues…
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Asset Allocation
April 15, 2020

BNP Paribas expects V-shaped recovery

A study of bear markets shows that in 70 percent of the cases stock markets fell back to a new low…
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