Investing

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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Asset Managers
April 23, 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below 2% for developed economies over the next…
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Asset Managers
April 19, 2021

'IG corporate bonds will remain more attractive than govvies'

Investment grade corporate bonds remain more attractive than core European government bonds, which…
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Asset Allocation
April 9, 2021

‘Japan value rally is already over’

Optimism about an imminent end to the coronavirus lockdowns and the announcement of substantial…
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Asset Allocation
April 2, 2021

‘Biden support package to benefit small caps'

US stocks are historically expensive. But this applies in particular to large caps. Small caps are…
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Asset Managers
March 31, 2021

Nordea AM: Investor worries about rate rises are overstated

There’s no reason to worry about the recent rise in interest rates and the threat of inflation. The…
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Asset Allocation
March 28, 2021

To bitcoin or not to bitcoin?

Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay for their car in…
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Asset Managers
March 26, 2021

‘Asia: growth shifts from big tech to niche players'

Growth in the Asian stock market no longer comes from big tech companies. The best growth…
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Most recent

Jeroen Blokland
Opinion

Chart of the week: the Great Rebalancing: slowly but surely

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Oaklins Netherlands is buying Luxembourg-based family office Andreas Capital.
Family Offices

Oaklins buys Andreas Capital to expand in family wealth

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pexels-artempodrez-5941981
Expert Panel

Morningstar: Nordea Asset Management vs Fidelity International

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Europese vlag in Straatsburg. Photo: Philippe Buissin, EU.
Supervision

Fault lines visible as EU gears up for market supervision push

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Credit: İsmail Enes Ayhan / Unsplash
Investing

‘Reluctantly, we are adding to chip stocks’

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