Markets

Market outlooks
05 May 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are...
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Market outlooks
03 May 2021

Sun European Partners: no more turnaround investments

Private equity investor Sun European Partners has shifted...
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Asset allocations
30 April 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at...
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Asset Managers
23 April 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below...
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Asset Managers
19 April 2021

'IG corporate bonds will remain more attractive than govvies'

Investment grade corporate bonds remain more attractive than...
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Asset allocations
09 April 2021

‘Japan value rally is already over’

Optimism about an imminent end to the coronavirus lockdowns...
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Asset allocations
06 April 2021

'We continue to prefer quality growth stocks in the US'

As the head of the BL - Equities America fund, Luc Bauler...
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Asset allocations
02 April 2021

‘Biden support package to benefit small caps'

US stocks are historically expensive. But this applies in...
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Asset Managers
31 March 2021

Nordea AM: Investor worries about rate rises are overstated

There’s no reason to worry about the recent rise in interest...
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