overview.investing

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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Asset Allocation
September 14, 2020

Luxembourgers continue to shun investment funds

Despite the Grand Duchy’s status as Europe’s largest investment fund centre, Luxembourgers hold…
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Asset Allocation
September 11, 2020

Analysis: the end of the short-sellers?

Have hedge fund managers just lost it? More and more leading managers are returning assets to their…
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Most recent

Partners Group headquarters in Zug, Switzerland. Photo: Partners Group.
Wealth Managers

Semi-liquid strategies test Partners Group’s resilience

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Han Dieperink
Opinion

Frontier, emerging, and developed markets

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Cathy Hepworth
Investing

‘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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Bandra-Worli verbinding Mumbai
Expert Panel

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

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