30 November 2020 ‘Value outperformance is only just beginning’ The expected returns on US value stocks are attractive compared to growth stocks...
23 November 2020 ‘Equities can return up to 16% in 2021’ ‘It's a good time to be a bit more bullish again,' says Jeroen Blokland, head of...
18 November 2020 ‘Biden victory confirms dollar bear market’ The dollar will depreciate by another 10-15% over the next 3 to 5 years as the...
17 November 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...
13 November 2020 JP Morgan AM: US equities make way for Europe and EM The American exceptionalism will finally make way for outperformance of European...
11 November 2020 Outperformance without big tech? It’s possible! In recent years it has been impossible for global equity funds to beat the index...
10 November 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...
08 November 2020 Hydrogen – the next frontier for energy investors Hydrogen will play a key role in the energy transition and will therefore offer...
04 November 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...
03 November 2020 ‘Investors can benefit from Chinese switch to gas' Investors in Asia cannot ignore the large technology stocks, according to David...
