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Insights

Market update: what now, what next?
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | Insight
Paving the way for unconventional policy
Paving the way for unconventional policy
Policy makers will turn to unconventional fiscal policy to deal with the next recession, says strategist Peter van der Welle.
02-10-2019 | 5-Year outlook
It’s late cycle but not end cycle
It’s late cycle but not end cycle
Markets continue to be weak and volatile, while growth expectations are depressed globally.
10-01-2019 | Quarterly outlook