Articles
Strategy Equities: Outlook 2012
We prefer investments in large, international companies with good access to capital markets, some growth and decent dividend yields.
Opinion Is there Corporate Life after the Euro
Several opinion leaders have started a public debate regarding the possibility to breakup the Euro and return to the former local currencies. In light of this debate, we look at the possible implications of this break-up scenario for companies active on the Euro capital (...)
Opinion Banks – the frozen lubricant
How much exposure do banks have on their books? What is their financial strength? Can they withstand a Greek default, or worse? Have they learned the lessons from 2008?
Opinion Europe: bonds or equities?
One of the most surprising characteristics of the current crisis is the fact that bond investors appear to discount more eurostress than equity investors. Is this justified?
Opinion Stuck between Europe and China
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.
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