21 March 2022 Contradicting investors I am a fan of the Bank of America Global Fund Manager Survey. Not only because...
21 February 2022 On the way to a new recession? The difference between US 10-year and 2-year yields has fallen to around 45...
14 February 2022 US Treasuries gaining appeal US 10-year yields rose above 2.0 percent last week. The last time 10-year yields...
07 February 2022 Making most of it while you sleep After its famous ARK vs. Berkshire Hathaway chart, the Financial Times recently...
19 August 2021 Forecasting: fund managers smaller in equities Fund managers consider it less and less likely that the economy will continue to...
23 November 2020 ‘Equities can return up to 16% in 2021’ ‘It's a good time to be a bit more bullish again,' says Jeroen Blokland, head of...