overview.investing

Investing
May 5, 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide…
Read more
Investing
May 3, 2021

Sun European Partners: no more turnaround investments

Private equity investor Sun European Partners has shifted its focus from typical turnaround…
Read more
Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
Read more
Asset Managers
April 23, 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below 2% for developed economies over the next…
Read more
Asset Managers
April 19, 2021

'IG corporate bonds will remain more attractive than govvies'

Investment grade corporate bonds remain more attractive than core European government bonds, which…
Read more
Asset Allocation
April 9, 2021

‘Japan value rally is already over’

Optimism about an imminent end to the coronavirus lockdowns and the announcement of substantial…
Read more
Asset Allocation
April 2, 2021

‘Biden support package to benefit small caps'

US stocks are historically expensive. But this applies in particular to large caps. Small caps are…
Read more
Asset Managers
March 31, 2021

Nordea AM: Investor worries about rate rises are overstated

There’s no reason to worry about the recent rise in interest rates and the threat of inflation. The…
Read more
Asset Allocation
March 28, 2021

To bitcoin or not to bitcoin?

Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay for their car in…
Read more
Asset Managers
March 26, 2021

‘Asia: growth shifts from big tech to niche players'

Growth in the Asian stock market no longer comes from big tech companies. The best growth…
Read more

Most recent

Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Read more
Edin Mujagic
Opinion

Invisible smoke plumes for the ECB

Read more
Andrew Radkiewicz, global head of private debt strategy and investor solutions at PGIM Real Estate. Photo: PGIM.
Asset Allocation

Private credit rises as banks retreat from real estate lending

Read more
Trie Wrn 0814-9252028
Expert Panel

Morningstar: Candriam versus AXA in global high yield bonds

Read more
Laurent Verheyen and Patricia Dillen of the Antwerp-based brokerage Jean Verheyen.
Asset Servicing

Art insurance rises on radar of wealth advisors

Read more