25 mai 2020 ‘Short but fierce value rally ahead’ The difference in valuations between expensive and cheap stocks has overshot in...
22 mai 2020 Fund managers expect new market correction Two in three fund managers think we are still in a bear market, the latest Bank...
19 mai 2020 Coronavirus image boost for healthcare stocks As a result of the corona crisis, investors suddenly look at healthcare...
18 mai 2020 Foreign investors dump Treasuries Several countries drastically reduced their exposure to US government bonds in...
18 mai 2020 ‘Dividends to fall 15-35% in 2020’ Global dividend yields are expected to fall between 15 and 35% this year as the...
14 mai 2020 Why ESG funds fared better during the crisis In the fastest and deepest correction we've ever seen, ESG strategies have held...
14 mai 2020 Pour une dette européenne commune Qui paiera la dette ? Même en ces temps obscurs, cet appel au réalisme le plus...
11 mai 2020 « Pour profiter du rebond, il faudra survivre à la chute » Romain Boscher de Fidelity s’attend à une forte divergence des performances...
06 mai 2020 ‘There’s no alternative for Treasuries’ US government debt is rising rapidly and the economy has come to a virtual...
04 mai 2020 Chief economists disagree on post-corona market outlook Chief economists are all waiting for the gradual lifting of lockdown measures...
