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Investing
Asset Allocation
January 6, 2021
15 predictions for investors for 2030
As a very challenging 2020 has drawn to a close, everyone is looking to the future: when can I get…
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Asset Managers
January 4, 2021
‘A high dividend alone is worth nothing’
The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a…
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Asset Allocation
December 21, 2020
‘Equity bull market will continue in 2021’
Low interest rates, moderate inflation and a strong recovery in corporate profits. For the time…
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Asset Allocation
December 17, 2020
‘Still a place for Treasuries in reflationary environment’
Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the…
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Asset Allocation
December 15, 2020
‘FAMAGs can navigate change in macro environment’
The impending economic recovery may well mean the big tech stocks will cede their market leadership…
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Investing
December 14, 2020
Saxo Bank’s 10 outrageous predictions for 2021
An energy revolution thanks to an algorithm and a basic income that is finally on its way? After a…
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Asset Allocation
December 9, 2020
‘2021: a great year for equities and commodities’
A car with two accelerators and no brakes. This is how Philippe Gijsels (pictured right), chief…
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Asset Allocation
December 8, 2020
US high yield: opportunities in reopening trades and rising stars
The US Bloomberg Barclays High Yield Index has already risen by more than 30% since its low in March…
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Asset Allocation
December 6, 2020
Janus Henderson: inflation of up to 5% in 2021
The world economy is set for strong growth next year, helped by a broad roll-out of the coronavirus…
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Asset Allocation
December 3, 2020
Is a residential property bubble building in Luxembourg?
The price of an average house in Luxembourg has now risen well above €1m, making the Grand Duchy…
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Christine Lagarde has always remained a politician
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‘Health care can regain its role as a safe haven’
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