Markets

Asset allocations
02 December 2020

‘Only core office space still has a future’

Many people will continue to work partly from home until...
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Asset allocations
01 December 2020

Lombard Odier: 10 investment ideas for 2021

It’s outlook time: asset manager are presenting their...
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Asset allocations
30 November 2020

‘Value outperformance is only just beginning’

The expected returns on US value stocks are attractive...
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Asset allocations
27 November 2020

‘EU should launch pandemic bonds to deal with health emergency’

A solution must be found at the European level to deal with...
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Asset allocations
23 November 2020

‘Equities can return up to 16% in 2021’

‘It's a good time to be a bit more bullish again,' says...
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Asset allocations
18 November 2020

‘Biden victory confirms dollar bear market’

The dollar will depreciate by another 10-15% over the next 3...
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Asset allocations
17 November 2020

'No good entry point yet for energy stocks'

Oil stocks have never been so cheap, but there are no signs...
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Asset allocations
13 November 2020

JP Morgan AM: US equities make way for Europe and EM

The American exceptionalism will finally make way for...
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Asset allocations
11 November 2020

Outperformance without big tech? It’s possible!

In recent years it has been impossible for global equity...
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