Columns
Equities: Strategy for 2012
With sovereign bond yields in the major developed markets hovering around 2%, .......
Equities: Outlook 2012
As a rule, investment banks tend to be optimistic about the future, certainly the major US houses. Not so for 2012!
Is there Corporate Life after the Euro?
As the Euro crisis is spreading, contaminating more and more European countries, .......
Europe: bonds or equities?
European financial markets remain very volatile, with unusually strong swings in sentiment.
Banks – the frozen lubricant
With the Greek tragedy unfolding and making daily headlines, many investors and policymakers are starting to zoom in on the global banking sector.
European equities: Think big!
European equities have just finished a horrible third quarter, declining by almost 17%.
Equities are cheap . . . and rightfully so!
We live in remarkable times. Corporate earnings have never been higher. Yet, sovereign bond yields have never been lower.
Fiscal Fairy-tale.
Ever since the emergence of the credit crisis in 2008; many things have happened that were ‘not supposed’ to happen.
Senior Investment Specialist Ad van Tiggelen about Asset Allocation in October.