Columns
2010: a lost year for equities?
At the beginning of this year, many analysts thought that 2010 would be a year of strong (25%) profit growth, handsome equity returns and meagre returns on government bonds.
Equities: please don’t supersize me!
In the second half of 2009 many market commentators, including ourselves, thought that 2010 would become a great year for Mergers & Acquisitions.
Looking for a “double dip” insurance policy
Economic double dip recessions are extremely rare, with only one clear example in post war history, being the 1980 – 1982 period.
EM: where to take refuge from a global slowdown in growth
Concerns about global growth have placed stock markets under considerable pressure in recent weeks.
European equities are cheap, but . . .
After the correction in May, European equities look cheap in a historical context.
Equities versus government bonds: greed versus fear?
Sentiment in financial markets is often primarily driven by either greed or fear, but lately it appears to be driven by both at the same time.
Will corporate earnings set a new all-time high in 2011?
We have just climbed out of the worst economic crisis in post war history, but analysts are already forecasting that next year corporate profits (ex financials) will reach new all-time highs.
What to buy: countries or companies?
Ten years ago, risk-averse bond investors never had to doubt where to put their money. Government bonds were the place to be.
Senior Investment Specialist Ad van Tiggelen about Asset Allocation in July.