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overview.investing
Asset Allocation
April 6, 2020
Did ETFs really pass the bear market test?
ETFs have remained open for business during the coronacrisis, while credit markets were largely…
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Asset Allocation
April 3, 2020
Coronacrisis reinforces trends in real estate
The coronacrisis has hit the real estate sector hard. Much of the damage could prove to be permanent…
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Asset Allocation
April 1, 2020
Fund managers fear more dividend cuts
Fund managers expect more companies to cut their dividends, following the example set by banks…
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Asset Allocation
March 26, 2020
'Risk assets are on the rise, but recession is still to hit'
Following Christine Lagarde’s earlier ‘rookie error’, the newest ECB stimulus package did not come…
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Asset Allocation
March 20, 2020
Coronavirus freezes credit markets
Credit markets have been hit hard across the board. ‘Exiting at normal prices is now virtually…
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Asset Allocation
March 17, 2020
High yield crisis also offers opportunities
March is not even halfway through, but has already presided over the largest fall in the price of…
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Asset Allocation
March 16, 2020
Fed emergency measures 'a defining moment'
The decision of the US Federal Reserve to cut interest rates once more and restart QE was expected…
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Asset Allocation
March 11, 2020
Coronavirus crisis: all eyes on the ECB
The Fed and the Bank of England responded to the coronavirus fall-out with emergency rate cuts of 50…
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Asset Allocation
March 8, 2020
'Interest rate cut mostly helps to reduce volatility'
The Fed’s rate cut was not the most clear-cut answer to the corona crisis, says Hendrik Tuch, head…
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Asset Allocation
March 4, 2020
Fed rate cut fails to convince investors
Investors did not respond to the Fed’s surprise 50 basis points rate cut with a relief rally. To the…
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