David Lloyd

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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Asset Allocation
November 9, 2020

Covid-19 vaccine: has the value rotation arrived?

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit…
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Asset Allocation
November 8, 2020

Hydrogen – the next frontier for energy investors

Hydrogen will play a key role in the energy transition and will therefore offer plenty of…
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November 5, 2020

ILA: companies should prepare for EU regulation on corporate governance

Is the European Commission planning to regulate European corporate governance practices? Last week…
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Asset Allocation
November 4, 2020

Asset managers: neck and neck election race ‘worst possible outcome’

The too-close-to-call race in the US presidential elections is the worst possible outcome for…
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