Investing

Asset Allocation
October 21, 2020

‘Credit markets are in waiting mode’

European credit markets have hardly responded to the reports about the second coronavirus wave…
Read more
Asset Allocation
October 20, 2020

‘Investors must hold big tech to account’

Many technology companies have risen to dominance in a relatively short space of time, with…
Read more
Asset Allocation
October 16, 2020

Negative-yielding bonds approach record

The total volume of negative-yielding bonds is fast approaching the record set in early 2019. This…
Read more
Guy Lerminiaux
Asset Allocation
October 14, 2020

‘Growth/value debate is pointless’

The debate between value and growth is pointless, says Guy Lerminiaux, CIO of Degroof Petercam Asset…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more

Most recent

Jeroen Blokland
Opinion

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

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

Oaklins buys Andreas Capital to expand in family wealth

Read more
pexels-artempodrez-5941981
Expert Panel

Morningstar: Nordea Asset Management vs Fidelity International

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

Fault lines visible as EU gears up for market supervision push

Read more
Credit: İsmail Enes Ayhan / Unsplash
Investing

‘Reluctantly, we are adding to chip stocks’

Read more