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growth

Jeroen Blokland, founder of True Insights.
18 July 2022

Chart of the week: Negative surprises limit upside potential

Negative surprises put a cap on the upside potential, especially for equities...
Lodewijk van der Kroft, Comgest
25 October 2021

Japan: Abenomics won’t be discontinued

In the run-up to the Japanese elections later this month, Prime Minister Fumio...
05 May 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this...
15 February 2021

‘Our quality companies are inflation-proof'

Expensive US growth stocks need not suffer from reflation and rising interest...
28 September 2020

'Global equities have 75% upside potential'

Global equities can rise by up to 75% over the next five years driven by profit...
22 September 2020

‘Real equity returns of 7-10% still possible post-Covid’

Solid growth companies will continue to live up to high expectations by showing...
20 July 2020

La Financière de L’Echiquier : « La qualité est encore plus importante que la croissance »

La qualité, et pas la croissance, est le vrai facteur de différentation dans les...
08 June 2020

How a midcap fund managed to limit losses in 2020

The Echiquier Agenor SRI Mid Cap Europe fund managed to limit its losses year-to...
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Adrian Politowski, Align Group
Asset Managers

Luxembourg Raifs central to independent film financing

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US court nixes transparency rules for private funds

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Asset allocations

An autonomous EU would create a new framework for investors

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Morningstar fund radar

High rates give emerging market bonds positive start to 2024

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