Barometer: Inflatie houdt meer risico in voor obligaties dan voor aandelen

Barometer: Inflatie houdt meer risico in voor obligaties dan voor aandelen

🕔16:11, 10.Nov 2021

Hoewel de inflatiedruk de obligatierente zal doen stijgen, zou een gezonde stijging van de bedrijfswinsten aandelen moeten ondersteunen. De wereldwijde financiële markten hebben het moeilijk. De monetaire voorwaarden worden strenger terwijl knelpunten in de toeleveringsketen hun tol beginnen te eisen

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Eurozone: A new chapter

Eurozone: A new chapter

🕔14:36, 10.Nov 2021

Outlook: Uneven, but strong recovery We expect the Eurozone to grow strongly during the remaining part of 2021 and into 2022. However, this growth is mainly a catch-up from the large fall during the pandemic. So high growth numbers shouldn’t

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Finding opportunities in stressed and distressed credit throughout the cycle

Finding opportunities in stressed and distressed credit throughout the cycle

🕔10:32, 10.Nov 2021

With debt default rates at exceptionally low levels on both sides of the Atlantic, investors might be forgiven for thinking that the market for distressed credit would be very subdued. But there are strategies that can find and take advantage

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Cyclical anxieties and whipsaw markets

Cyclical anxieties and whipsaw markets

🕔00:19, 10.Nov 2021

Investment Monthly – November 2021: We maintain our preference for stocks over bonds as equity premiums remain significantly higher than those for fixed income assets, while on a historical basis, stocks outperform bonds while labour markets improve. A scenario of

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