overview.investing

Asset Allocation
February 15, 2021

‘Our quality companies are inflation-proof'

Expensive US growth stocks need not suffer from reflation and rising interest rates. On the contrary…
Read more
Asset Allocation
February 10, 2021

Why Tesla buys bitcoin

When Tesla’s annual report was released on Monday, it stated that the firm had bought $1.5 billion…
Read more
Asset Allocation
February 9, 2021

‘Post-Brexit M&A could boost UK equities’

The UK equity market has been underperforming ever since the Brexit year of 2016. Now that Brexit is…
Read more
Asset Allocation
January 29, 2021

‘Growth in power semiconductors to continue for 10 more years'

Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To…
Read more
Asset Allocation
January 26, 2021

‘20% upward potential for European banking stocks’

The share prices of European banks have been rising in recent months, and their rally has further to…
Read more
Asset Allocation
January 25, 2021

‘Reflation trade to accelerate under Biden’

The reflation trade will accelerate further under a Biden presidency, according to what Philippe…
Read more
Asset Allocation
January 22, 2021

‘Dollar weakness double whammy for expensive US stocks’

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much…
Read more
iShares: bond ETF market can grow to $5,000 billion
Asset Allocation
January 20, 2021

Thematic ETF assets triple in 2020

Thematic ETFs saw record inflows of €9.5 billion last year, as totale assets in the category almost…
Read more
Asset Allocation
January 19, 2021

‘Blue Wave yield spike has run its course’

In the aftermath of the surprise Democrat win in the Georgia Senate run-offs earlier this month, 10…
Read more
Asset Allocation
January 15, 2021

'Low rates power EM project finance'

The low-yield environment in the developed world has also lowered Western investors’ return…
Read more

Most recent

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
Afbeelding van Vilkasss via Pixabay
Investing

IMF: geopolitical events can depress stock prices by 1 percent

Read more
Lynda Schweitzer, co-head global fixed income at Loomis, Sayles & Co. Photo: Natixis.
Asset Allocation

Loomis Sayles’ Lynda Schweitzer still backs duration

Read more