25 May 2020 ‘Short but fierce value rally ahead’ The difference in valuations between expensive and cheap stocks has overshot in...
22 May 2020 Fund managers expect new market correction Two in three fund managers think we are still in a bear market, the latest Bank...
20 May 2020 Coronavirus image boost for healthcare stocks As a result of the corona crisis, investors suddenly look at healthcare...
20 May 2020 Foreign investors dump Treasuries Several countries drastically reduced their exposure to US government bonds in...
20 May 2020 ‘Dividends to fall 15-35% in 2020’ Global dividend yields are expected to fall between 15 and 35% this year as the...
14 May 2020 Why ESG funds did better in the crisis In the fastest and deepest correction we've ever seen, ESG strategies have held...
14 May 2020 Europe needs debt mutualisation Who will pay the debt, which has grown to such unsustainable levels in just a...
09 May 2020 'Balance sheets make the difference during market recovery' Romain Boscher of Fidelity expects a sharp divergence in stock market...
06 May 2020 ‘There’s no alternative for Treasuries’ US government debt is rising rapidly and the economy has come to a virtual...
04 May 2020 Chief economists disagree on post-corona market outlook Chief economists are all waiting for the gradual lifting of lockdown measures...
