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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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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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Without a real banking union, EU’s investment union is a mirage
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Opinion
Chart of the week: one big beautiful lie
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Expert Panel
Morningstar: Baillie Gifford versus GQG Capital in growth stocks
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Technology
Alto! Amundi casts a European spell on Aladdin
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News
Hind El Gaidi named LPEA president, succeeding Mansfeldt
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