Markets

Asset Managers
04 January 2021

‘A high dividend alone is worth nothing’

The dividend yield is often the first thing a manager of a...
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Asset allocations
21 December 2020

‘Equity bull market will continue in 2021’

Low interest rates, moderate inflation and a strong recovery...
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Asset allocations
17 December 2020

‘Still a place for Treasuries in reflationary environment’

Investors should focus on cyclical equities, which benefit...
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Asset allocations
15 December 2020

‘FAMAGs can navigate change in macro environment’

The impending economic recovery may well mean the big tech...
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Market outlooks
14 December 2020

Saxo Bank’s 10 outrageous predictions for 2021

An energy revolution thanks to an algorithm and a basic...
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Asset allocations
09 December 2020

‘2021: a great year for equities and commodities’

A car with two accelerators and no brakes. This is how...
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Asset allocations
08 December 2020

US high yield: opportunities in reopening trades and rising stars

The US Bloomberg Barclays High Yield Index has already risen...
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Asset allocations
06 December 2020

Janus Henderson: inflation of up to 5% in 2021

The world economy is set for strong growth next year, helped...
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Asset allocations
03 December 2020

Is a residential property bubble building in Luxembourg?

The price of an average house in Luxembourg has now risen...
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