Why we think it’s too early to be cautious on equities

Columbia Threadneedle Investments
By February 20, 2021 17:40

Why we think it’s too early to be cautious on equities

Why we think it’s too early to be cautious on equities

Macro outlook | February 2021

Value stocks outperformed momentum by almost 30% in November, but then gave back a third of this by the beginning of 2021 (Figure 1). Is the Georgia vote and Democrat win in the Senate the catalyst that reverses this? US investors did not think Senate control would switch to the Democrats, yet former president Donald Trump alienated centrist votes with allegations of stolen …

Asset Manager

Uw succes is onze prioriteit

Miljoenen mensen wereldwijd laten het beheer van hun belegging aan ons over. Particuliere, professionele en institutionele beleggers vertrouwen in totaal 447 miljard euro (per 31 december 2020) aan ons toe. Wij stellen alles in het werk om consistent de financiële behoeften en doelstellingen van onze cliënten te vervullen. Uw succes is onze prioriteit.

Prosper van Zanten
Head of Benelux Distribution
Tel: +31 (0)2 262 4022

Website:www.columbiathreadneedle.com/nl

LinkedIn:Threadneedle Investments

Twitter:@CTinvest_EMEA

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Columbia Threadneedle Investments
By February 20, 2021 17:40

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Volgens @BNPPAM_NL zijn er volop redenen om te veronderstellen dat de #Chinese #aandelenmarkt de plek is om lange termijn #alpha te behalen. Lees meer op @Opinio_Pro ➡️ https://www.opiniopro.com/2021/02/editorteam/7-redenen-waarom-china-een-goede-plek-is-voor-lange-termijn-alpha/

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