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overview.investing
Asset Managers
January 13, 2021
Pictet-Human to capture consumer trends and subscription economy
Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare…
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Asset Managers
January 11, 2021
M&G multi-asset fund makes big bet on value rotation
Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a…
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Asset Allocation
January 7, 2021
Quintet ups risk as recovery accelerates
Quintet private bank is counting on an accelerated global recovery in the spring and is advising its…
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Asset Allocation
January 6, 2021
15 predictions for investors for 2030
As a very challenging 2020 has drawn to a close, everyone is looking to the future: when can I get…
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Asset Managers
January 4, 2021
‘A high dividend alone is worth nothing’
The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a…
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Asset Allocation
December 21, 2020
‘Equity bull market will continue in 2021’
Low interest rates, moderate inflation and a strong recovery in corporate profits. For the time…
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Asset Allocation
December 17, 2020
‘Still a place for Treasuries in reflationary environment’
Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the…
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Asset Allocation
December 15, 2020
‘FAMAGs can navigate change in macro environment’
The impending economic recovery may well mean the big tech stocks will cede their market leadership…
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Investing
December 14, 2020
Saxo Bank’s 10 outrageous predictions for 2021
An energy revolution thanks to an algorithm and a basic income that is finally on its way? After a…
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Asset Allocation
December 9, 2020
‘2021: a great year for equities and commodities’
A car with two accelerators and no brakes. This is how Philippe Gijsels (pictured right), chief…
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Asset Allocation
Private credit rises as banks retreat from real estate lending
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Expert Panel
Morningstar: Candriam versus AXA in global high yield bonds
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Asset Servicing
Art insurance rises on radar of wealth advisors
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Investing
IMF: geopolitical events can depress stock prices by 1 percent
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Asset Allocation
Loomis Sayles’ Lynda Schweitzer still backs duration
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