Investing

Asset Allocation
April 9, 2020

‘Buyback suspensions increase US market volatility’

Market volatility will increase as a result of a decline in share buybacks and lower earnings growth…
Read more
Asset Allocation
April 6, 2020

Did ETFs really pass the bear market test?

ETFs have remained open for business during the coronacrisis, while credit markets were largely…
Read more
Asset Allocation
April 3, 2020

Coronacrisis reinforces trends in real estate

The coronacrisis has hit the real estate sector hard. Much of the damage could prove to be permanent…
Read more
Asset Allocation
April 1, 2020

Fund managers fear more dividend cuts

Fund managers expect more companies to cut their dividends, following the example set by banks…
Read more
Asset Allocation
March 26, 2020

'Risk assets are on the rise, but recession is still to hit'

Following Christine Lagarde’s earlier ‘rookie error’, the newest ECB stimulus package did not come…
Read more
Photo by Yomex Owo on Unsplash
Asset Allocation
March 20, 2020

Coronavirus freezes credit markets

Credit markets have been hit hard across the board. ‘Exiting at normal prices is now virtually…
Read more
Asset Allocation
March 17, 2020

High yield crisis also offers opportunities

March is not even halfway through, but has already presided over the largest fall in the price of…
Read more
Jerome Powell of the US Fed
Asset Allocation
March 16, 2020

Fed emergency measures 'a defining moment'

The decision of the US Federal Reserve to cut interest rates once more and restart QE was expected…
Read more
Asset Allocation
March 11, 2020

Coronavirus crisis: all eyes on the ECB

The Fed and the Bank of England responded to the coronavirus fall-out with emergency rate cuts of 50…
Read more
Asset Allocation
March 8, 2020

'Interest rate cut mostly helps to reduce volatility'

The Fed’s rate cut was not the most clear-cut answer to the corona crisis, says Hendrik Tuch, head…
Read more

Most recent

Illustration generated by AI using OpenAI’s DALL·E, based on Morningstar ESG fund naming data (2025).
Asset Allocation

ESG investing retreats in language, not in portfolios

Read more
Maud Reinalter, CIO Belfius Asset Management
Asset Managers

Belfius closes JP Morgan sub-fund due to performance and lack of interest

Read more
Europa
Investing

ETF investors lose faith in U.S. and turn to Europe

Read more
Han Dieperink
Opinion

Safe havens in investment portfolios

Read more
Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Read more