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...
02 October 2020 Is the tide turning again for emerging markets? The weakening dollar has been a boon for emerging market debt in recent months...
29 September 2020 Robeco: from risk-free returns to return-free risks Investors should increase risk as some traditional safe havens are losing their...
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...
