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overview.investing
Asset Allocation
May 6, 2020
‘There’s no alternative for Treasuries’
US government debt is rising rapidly and the economy has come to a virtual standstill because of the…
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Asset Allocation
May 4, 2020
Chief economists disagree on post-corona market outlook
Chief economists are all waiting for the gradual lifting of lockdown measures. But otherwise, there…
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Asset Allocation
May 1, 2020
Too early to increase risk for Jupiter's Bezalel
With a balanced performance since the beginning of 2020, Jupiter Dynamic Bond has confirmed its…
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Asset Allocation
April 29, 2020
Sustainable businesses outperform during corona crisis
Companies with above average sustainability profile held up better during the first month of the…
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Asset Allocation
April 28, 2020
'Up to 40% of Stoxx 600 to scrap dividend'
A quarter of the 600 largest listed companies in Europe have already suspended or cancelled dividend…
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Asset Allocation
April 22, 2020
'Lack of guidance requires top-down approach'
The earnings season has started in Europe. But it’s a rather strange one. ‘All companies have…
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Asset Allocation
April 19, 2020
Investors kept in the dark as earnings season starts
The first US earnings results came in published last week. As always, the major banks were first…
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Asset Allocation
April 16, 2020
‘Recession creates entry opportunities for private equity’
The real impact of the corona crisis on private equity valuations has yet to become visible, but it…
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Asset Allocation
April 16, 2020
BlackRock advises: Sell US Treasuries
The Federal Reserve is by far the largest single owner of US government bonds. If the Fed continues…
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Asset Allocation
April 15, 2020
BNP Paribas expects V-shaped recovery
A study of bear markets shows that in 70 percent of the cases stock markets fell back to a new low…
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Expert Panel
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