Mike Gordon

Asset Allocation
November 30, 2020

‘Value outperformance is only just beginning’

The expected returns on US value stocks are attractive compared to growth stocks. As a coronavirus…
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Asset Allocation
November 27, 2020

‘EU should launch pandemic bonds to deal with health emergency’

A solution must be found at the European level to deal with the costs of extreme health risks such…
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November 26, 2020

Investment Officer has a new look

Investment Officer has received a make-over. Its aim is to provide users with a better overview and…
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November 26, 2020

UK plans its own ESG taxonomy

A separate UK ESG investing taxonomy and a couple of foreign-fund access regimes that replicate EU…
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November 25, 2020

Tax planning: how Biden’s election impacts Luxembourg

What is the outlook for taxing US multinationals under a Joe Biden presidency? Even as the noise and…
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Jeroen Blokland
Asset Allocation
November 23, 2020

‘Equities can return up to 16% in 2021’

‘It’s a good time to be a bit more bullish again,’ says Jeroen Blokland, head of Robeco’s multi…
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November 20, 2020

UK extends post-Brexit market access for European funds

The UK financial regulator FCA had extended market access for investment funds from the European…
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Private Banks
November 19, 2020

Bank Delen's René Havaux: ‘We would like to do more acquisitions’

Bank Delen would like to do more acquisitions in the Benelux, says its CEO in an interview with…
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Asset Allocation
November 18, 2020

‘Biden victory confirms dollar bear market’

The dollar will depreciate by another 10-15% over the next 3 to 5 years as the election of Joe Biden…
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Asset Allocation
November 17, 2020

'No good entry point yet for energy stocks'

Oil stocks have never been so cheap, but there are no signs yet that prices have bottomed out. We’re…
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Private Banks
November 16, 2020

What risk to Luxembourg banks post Covid?

The withdrawal of economic support post-pandemic could cause a shock for Europe’s banks akin to the…
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Asset Allocation
November 13, 2020

JP Morgan AM: US equities make way for Europe and EM

The American exceptionalism will finally make way for outperformance of European and EM equities…
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Asset Allocation
November 11, 2020

Outperformance without big tech? It’s possible!

In recent years it has been impossible for global equity funds to beat the index without a…
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Asset Allocation
November 10, 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money…
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