Investing

Asset Allocation
May 29, 2020

Investors oppose coronavirus cost cuts

Companies that opted to retain their staff and take measures to support their suppliers during the…
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Japan
Asset Allocation
May 27, 2020

‘Return of domestic investors to trigger Japan rally’

The return of private Japanese investors to the stock market could trigger a real rally, believes…
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Asset Allocation
May 26, 2020

Dramatic reshuffle for S&P Low Volatility Index

The S&P 500 Low Volatility Index, consisting of the 100 least volatile stocks in the index, was…
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Asset Allocation
May 25, 2020

‘Short but fierce value rally ahead’

The difference in valuations between expensive and cheap stocks has overshot in recent weeks…
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Asset Allocation
May 22, 2020

Fund managers expect new market correction

Two in three fund managers think we are still in a bear market, the latest Bank of America Fud…
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Asset Allocation
May 20, 2020

Coronavirus image boost for healthcare stocks

As a result of the corona crisis, investors suddenly look at healthcare companies very differently….
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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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Most recent

Gertjan Verdickt
Opinion

Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’

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Marco Loria and Sebastiaan Hooghiemstra. Photo: Loyens & Loeff Luxembourg.
Expert Panel

Pan-European ELTIF distribution gains regulatory clarity

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President Luiz Inácio Lula da Silva. Photo: Ricardo Stuckert/PR
Investing

Brazil’s equity market still priced for skepticism

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Indosuez Corporate Advisory
Sector

CA phases out Degroof Petercam brand in France

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Afbeelding van Lara Jameson via Pexels
Investing

EM investors broaden their focus after years focusing on Asia

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