Investing

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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Asset Allocation
September 29, 2020

Robeco: from risk-free returns to return-free risks

Investors should increase risk as some traditional safe havens are losing their shine, Robeco says…
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Asset Allocation
September 28, 2020

'Global equities have 75% upside potential'

Global equities can rise by up to 75% over the next five years driven by profit growth, according to…
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Most recent

ASML Veldhoven campus 2024. Credits: ASML
Investing

As ASML tops Europe, questions about the ‘Winner’s Curse’ return

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Han Dieperink
Opinion

The great bitcoin illusion

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Charu Chanana - Saxo
Investing

Saxo strategist: ‘Even in a fragmenting world, it is best to invest with regional diversification’

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ESG
Asset Allocation

Record outflows from ESG funds, but that’s not the full story

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Gertjan Verdickt
Opinion

Why the Fed is special and why Warsh’s appointment matters

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