overview.investing

Asset Allocation
November 30, 2020

‘Value outperformance is only just beginning’

The expected returns on US value stocks are attractive compared to growth stocks. As a coronavirus…
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Asset Allocation
November 27, 2020

‘EU should launch pandemic bonds to deal with health emergency’

A solution must be found at the European level to deal with the costs of extreme health risks such…
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Jeroen Blokland
Asset Allocation
November 23, 2020

‘Equities can return up to 16% in 2021’

‘It’s a good time to be a bit more bullish again,’ says Jeroen Blokland, head of Robeco’s multi…
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Asset Allocation
November 18, 2020

‘Biden victory confirms dollar bear market’

The dollar will depreciate by another 10-15% over the next 3 to 5 years as the election of Joe Biden…
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Asset Allocation
November 17, 2020

'No good entry point yet for energy stocks'

Oil stocks have never been so cheap, but there are no signs yet that prices have bottomed out. We’re…
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Asset Allocation
November 13, 2020

JP Morgan AM: US equities make way for Europe and EM

The American exceptionalism will finally make way for outperformance of European and EM equities…
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Asset Allocation
November 11, 2020

Outperformance without big tech? It’s possible!

In recent years it has been impossible for global equity funds to beat the index without a…
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Asset Allocation
November 10, 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money…
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Asset Allocation
November 9, 2020

Covid-19 vaccine: has the value rotation arrived?

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit…
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Asset Allocation
November 8, 2020

Hydrogen – the next frontier for energy investors

Hydrogen will play a key role in the energy transition and will therefore offer plenty of…
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Partners Group headquarters in Zug, Switzerland. Photo: Partners Group.
Wealth Managers

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Han Dieperink
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Frontier, emerging, and developed markets

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Cathy Hepworth
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‘EMD is more than a currency play’

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Jeroen Blokland
Opinion

Chart of the week: a mega regime shift on the horizon?

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Expert Panel

Morningstar: Pimco versus Barings in global emerging markets bond – local currency

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