02 November 2020 ‘Biden victory will lead to value rotation’ A victory of Joe Biden in the US presidential election will bring an end to the...
27 October 2020 ‘45% of investors’ active equity risk not rewarded’ An average of 45% of active equity risk taken by institutional investors can be...
21 October 2020 ‘Credit markets are in waiting mode’ European credit markets have hardly responded to the reports about the second...
20 October 2020 ‘Investors must hold big tech to account’ Many technology companies have risen to dominance in a relatively short space of...
16 October 2020 Negative-yielding bonds approach record The total volume of negative-yielding bonds is fast approaching the record set...
14 October 2020 ‘Growth/value debate is pointless’ The debate between value and growth is pointless, says Guy Lerminiaux, CIO of...
13 October 2020 Pimco: more volatility, less return Investors will face tough challenges in the coming years, according to Pimco...
12 October 2020 ‘No need to worry about Chinese debt’ Foreign investors and central banks will continue increasing their allocation to...
07 October 2020 'Shopping centre valuations are 30-40% too high' External valuations of retail properties are unreliable. Our models indicate...
05 October 2020 Analysis: value traps hold back European equity recovery The prices of European banking stocks have fallen to their lowest level in more...
