21 December 2020 ‘Equity bull market will continue in 2021’ Low interest rates, moderate inflation and a strong recovery in corporate...
17 December 2020 ‘Still a place for Treasuries in reflationary environment’ Investors should focus on cyclical equities, which benefit from a strong...
15 December 2020 ‘FAMAGs can navigate change in macro environment’ The impending economic recovery may well mean the big tech stocks will cede...
14 December 2020 Saxo Bank’s 10 outrageous predictions for 2021 An energy revolution thanks to an algorithm and a basic income that is finally...
09 December 2020 ‘2021: a great year for equities and commodities’ A car with two accelerators and no brakes. This is how Philippe Gijsels...
08 December 2020 US high yield: opportunities in reopening trades and rising stars The US Bloomberg Barclays High Yield Index has already risen by more than 30%...
06 December 2020 Janus Henderson: inflation of up to 5% in 2021 The world economy is set for strong growth next year, helped by a broad roll-out...
03 December 2020 Is a residential property bubble building in Luxembourg? The price of an average house in Luxembourg has now risen well above €1m, making...
02 December 2020 ‘Only core office space still has a future’ Many people will continue to work partly from home until after the pandemic is...
01 December 2020 Lombard Odier: 10 investment ideas for 2021 It’s outlook time: asset manager are presenting their investment outlooks for...