overview.news

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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Private Banks
November 16, 2020

What risk to Luxembourg banks post Covid?

The withdrawal of economic support post-pandemic could cause a shock for Europe’s banks akin to the…
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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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November 5, 2020

ILA: companies should prepare for EU regulation on corporate governance

Is the European Commission planning to regulate European corporate governance practices? Last week…
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Asset Allocation
November 4, 2020

Asset managers: neck and neck election race ‘worst possible outcome’

The too-close-to-call race in the US presidential elections is the worst possible outcome for…
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Asset Allocation
November 3, 2020

‘Investors can benefit from Chinese switch to gas'

Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of…
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Most recent

Small Big - Erik Karits - Pexels
Expert Panel

Morningstar: Montanaro versus Van Lanschot Kempen in European smallcap equities

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Dirk Coveliers
Expert Panel

Dirk Coveliers: New rules for the Belgian securities account tax take effect

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Pensioen
Investing

Critics fear ‘disruption’ from private equity in 401(k)s

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Gertjan Verdickt
Opinion

The finfluencer revolution is unstoppable

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Heng Schiltges
Sector

Greetings from London: navigating two markets as a European investor

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