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overview.investing
Asset Allocation
October 13, 2020
Pimco: more volatility, less return
Investors will face tough challenges in the coming years, according to Pimco. While volatility will…
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Asset Allocation
October 12, 2020
‘No need to worry about Chinese debt’
Foreign investors and central banks will continue increasing their allocation to Chinese government…
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Asset Allocation
October 7, 2020
'Shopping centre valuations are 30-40% too high'
External valuations of retail properties are unreliable. Our models indicate considerably lower…
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Asset Allocation
October 5, 2020
Analysis: value traps hold back European equity recovery
The prices of European banking stocks have fallen to their lowest level in more than 30 years. The…
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Asset Allocation
October 2, 2020
Is the tide turning again for emerging markets?
The weakening dollar has been a boon for emerging market debt in recent months. Spreads have…
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Asset Allocation
September 29, 2020
Robeco: from risk-free returns to return-free risks
Investors should increase risk as some traditional safe havens are losing their shine, Robeco says…
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Asset Allocation
September 28, 2020
'Global equities have 75% upside potential'
Global equities can rise by up to 75% over the next five years driven by profit growth, according to…
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Asset Allocation
September 23, 2020
US elections coming up - Why you should stay invested
It’s less than six weeks to the US presidential elections. Capital Group has made a few rules of…
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Asset Allocation
September 22, 2020
‘Real equity returns of 7-10% still possible post-Covid’
Solid growth companies will continue to live up to high expectations by showing strong profit growth…
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Asset Allocation
September 15, 2020
‘High-yield market correction is looming’
The high-yield market has recovered nicely from the corona-induced market crash, but further price…
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Investing
HOLD/rf - ‘Secondaries are a big trend in a maturing market’
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News
Fewer millionaires in Luxembourg, but the wealthiest get richer
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Expert Panel
Page Executive: is the Luxembourg banking sector recruiting in Belgium due to talent shortage?
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Expert Panel
Morningstar: Blackrock vs. Ninety One in concentrated global equity funds
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Investing
Private equity needs its Bauhaus moment
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