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Investing
June 18, 2021
Neobank challenge on the horizon
Leading European digital banks now have nearly 100m customers. This is according to research by…
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Asset Managers
May 20, 2021
Three female fund managers, “apparently notable”
Although it was never a conscious decision, the fact that the DWS real estate fund Europe II is…
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Asset Managers
May 19, 2021
The tug-of-war between Michael Burry and Cathie Wood
Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an…
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Asset Managers
May 18, 2021
Ethenea: avoid deep value and overvalued growth stocks
“Avoid the extremes of the market: deep value stocks and expensive growth stocks. It is in the…
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Asset Allocation
May 11, 2021
Quintet globalises asset allocation
Quintet Private Bank is shifting its strategic asset allocation to a global asset allocation…
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Asset Managers
May 10, 2021
Capital Group: China adopts dual-track strategy
Investors today should keep China in mind, according to US asset manager Capital Group. CEO Robert…
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Asset Allocation
May 7, 2021
GaveKal: China's radically different answer to US fiscal spending
While the US and Europe have chosen the path of unprecedented fiscal spending and monetary easing…
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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…
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Investing
May 3, 2021
Sun European Partners: no more turnaround investments
Private equity investor Sun European Partners has shifted its focus from typical turnaround…
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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…
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Most recent
Expert Panel
Morningstar: Montanaro versus Van Lanschot Kempen in European smallcap equities
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Expert Panel
Dirk Coveliers: New rules for the Belgian securities account tax take effect
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Investing
Critics fear ‘disruption’ from private equity in 401(k)s
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Opinion
The finfluencer revolution is unstoppable
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Sector
Greetings from London: navigating two markets as a European investor
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