Investing

Asset Allocation
October 27, 2020

‘45% of investors’ active equity risk not rewarded’

An average of 45% of active equity risk taken by institutional investors can be regarded as…
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Asset Allocation
October 21, 2020

‘Credit markets are in waiting mode’

European credit markets have hardly responded to the reports about the second coronavirus wave…
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Asset Allocation
October 20, 2020

‘Investors must hold big tech to account’

Many technology companies have risen to dominance in a relatively short space of time, with…
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Asset Allocation
October 16, 2020

Negative-yielding bonds approach record

The total volume of negative-yielding bonds is fast approaching the record set in early 2019. This…
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Guy Lerminiaux
Asset Allocation
October 14, 2020

‘Growth/value debate is pointless’

The debate between value and growth is pointless, says Guy Lerminiaux, CIO of Degroof Petercam Asset…
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Asset Allocation
October 13, 2020

Pimco: more volatility, less return

Investors will face tough challenges in the coming years, according to Pimco. While volatility will…
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Asset Allocation
October 12, 2020

‘No need to worry about Chinese debt’

Foreign investors and central banks will continue increasing their allocation to Chinese government…
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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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Most recent

Gouden munten en baren
Investing

Global gold ETF holdings surge, doubling in two years

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Sandrine Roux succeeds Camille Seilles as Secretary General of ABBL. Photo: ABBL.
Transfers

Transfers: ABBL, BIL, Deloitte

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As Americans struggle with rising living costs, German supermarket chain Aldi is trying to gain a foothold in the US with its low-priced private labels.
Investing

Fed poised to cut rates as investors warn of stagflation-lite scenario

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3D printer, photo by Jakub Żerdzicki on Unsplash
Investing

Pensions: the missing link in European venture capital

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Gertjan Verdickt
Opinion

Why a zero allocation to crypto is hard to justify

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