Keyword of the week: Brexit. To read all docs related to the tag Brexit just click here. Some are also mentioned in this blog. Degroof Petercam published its monthly Asset Allocation Flash. They still think a hard Chinese landing can be avoided. For Emerging Markets in general they stay neutral. Valuations seem attractive but earnings … Continue reading Seven Research Reports you don’t want to miss this week (ending February 26)
Month: February 2016
How the case of the missing submarine Scorpion is relevant for professional investors
The Wisdom of Crowds by James Surowiecki was published in 2004, already a long time ago. However, it still has some valuable insights for professional investors. Surowiecki is editor at The New Yorker and has his own column called ‘The Financial Page’. The Wisdom of Crowds has made him famous, because he explains how large … Continue reading How the case of the missing submarine Scorpion is relevant for professional investors
Seven Research Reports you don’t want to miss this week
Worry or not to worry, that’s the question! And the question is answered, but the answer depends on whom you are asking. In a 24 page long special Deutsche Asset Management guides us through the world of Oil. Main question after the sharp decline of the oil price is: Are markets right to worry that … Continue reading Seven Research Reports you don’t want to miss this week
Excess Returns vs OpinioPro
Excess Returns, A comparative study of the method of world greatest investors by Frederik Vanhaverbeke was published in 2014. Currently, Vanhaverbeke is Bond Portfolio manager at the Belgium KBC, however, he studied Electrical Engineering in Antwerp. Excess Returns is a very detailed book about stocks. Although portfolio construction is not discussed very thoroughly, the book … Continue reading Excess Returns vs OpinioPro
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