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Investing
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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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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Asset Allocation
November 2, 2020
‘Biden victory will lead to value rotation’
A victory of Joe Biden in the US presidential election will bring an end to the dominance Wall…
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Asset Allocation
October 27, 2020
‘45% of investors’ active equity risk not rewarded’
An average of 45% of active equity risk taken by institutional investors can be regarded as…
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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…
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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…
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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…
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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…
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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…
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Most recent
News
Trump wants Powell out. The supreme court might offer a way
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Asset Allocation
AI brings new clarity to bond market liquidity forecasting
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Transfers
Transfers: Atenor, M&G, Ares, Mandatum, Lombard Odier, AXA
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Opinion
What AI can (and can’t) do in investment practice
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Fund Interview
Former Kempen team finds adventure at Lightrock
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