Viewpoints

High-growth, high-momentum stocks were among the best performers of 2020, then value stocks rallied into the first quarter of this year. We are cautious of valuations, as some stocks have already priced in a recovery. Investing in quality companies with predictable earnings power at reasonable valuations can help investors prepare for a rainy day.

Our planet is facing exponentially increasing threats. Our climate is changing at an alarming rate and we’re already feeling the effects. What can responsible investors do to help mitigate these developments?

Airbnb’s stock soared after its IPO, but it is not yet profitable and faces many competitive threats. Meanwhile, its rival Booking Holdings is an established leader with a proven business model and a more earth-bound valuation. We think Booking is a true quality company with a solid track record, not a speculative bet.

Senior Portfolio Managers Christian Hantel and Marc Van Heems take you on a quick global tour of some enticing travel destinations that also offer opportunities to global bond investors.

TwentyFour Asset Management CEO, Mark Holman, explains why he believes investors should still be starting their search for income in bonds, and how they can look to combat further rates weakness by looking globally and targeting the right areas in credit.

TwentyFour Asset Management CEO, Mark Holman, explains why the likes of Warren Buffett and Ray Dalio are warning investors away from fixed income, and points out where he thinks they’re wrong.

Stop fraud bleeding returns. Fraud from related party transactions, kickbacks and fiddling the books can run for years. The steps to minimize risk are based on 3 governance structures – independence from management is key. Amazing how often they are not in place, especially in some markets.

Unsettling reports from climate researchers and the scenario of an increasingly uninhabitable world have startled the public. Heat waves, hurricanes, unmatched wildfires and droughts are now more frequent. Polar ice melts and sea levels rise. Here you will find seven facts about the root causes and how impact investing can mitigate them.

How shall the latest development of the interest rates be valued?