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  • Bart Goosens
    Global Head of Quantitative Equity Management
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  • Caroline De Troyer
    Senior Equity Analyst
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  • Equity Team
    Fund Management
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  • Geoffroy Goenen
    Head of Fundamental Europe Equity Management
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  • Jan Boudewijns
    Head of Emerging Equity Management
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  • Johan Van der Biest
    Senior Thematic Global Equity Fund Manager
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  • Ken Van Weyenberg
    Investment Specialist Private Clients
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  • Koen Popleu
    Deputy Head of Europe Equity Management
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  • Laurent Milliat
    Equity Analyst - Europe Equity
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  • Mohamed Lamine Saidi
    Senior Fund Manager Emerging Markets
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  • Olivier Hautfenne
    Investment Specialist Equity
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  • Philip Scrève
    Senior Fund Manager Emerging Markets
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  • Rudi Van den Eynde
    Head of Thematic Global Equity
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  • Thierry Borstlap
    Senior Equity Fund Manager
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“ This article is very good at it shows at which point Germany faces a real dilemma either to go into rece ... read more ”

“ interesting view but which is suffering from lack of precise definition of what you mean bt rentiers and ... read more ”

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Results found for : Valuation

Jan 25

Comments

Remake of January 2011?

Late December 2011 (read December 20 Return of the value style around the corner?) we highlighted the risk of investors being wrong footed in January by a value rally. This risk is well grounded. Indeed this year is shaping up to be similar in many respe ...
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 0 Comment(s)Author: Equity TeamCategory: CommentsTags: Europe, Asset, Eurozone, Sectors, Valuation
Aug 30

Comments

A search for a new valuation regime

​Too much noise is hampering a clear market view. Today while it is all about doom and gloom, it is more than ever necessary to take a step back and determine the next prevailing market paradigm or at least market regime. Buying European equities sounds ...
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 1 Comment(s)Author: Equity TeamCategory: CommentsTags: Valuation
Aug 09

News

Where are we standing now ?

Markets are moving fast and furious. Equity markets firmly believe that the two year cyclical recovery is virtually over and that we have already entered a recession. I found interesting to put the current market sell off in medium term perspective. Th ...
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 0 Comment(s)Author: Equity TeamCategory: NewsTags: Valuation
July 15

Comments

Does valuation matter anymore?

This morning France Telecom fell towards its lowest level since 2003 (the CAC 40 was trading around 2500 at that time). Shareholders of France Telecom should rightly feel depressed.​ France Telecom is a symbolic stock for a value investor. A high dividen ...
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 1 Comment(s)Author: Equity TeamCategory: CommentsTags: Valuation
July 07

Comments

The right price for growth

The growth style is shinning this year but growth is a complex category and not all growth stocks are equal.​ Last week Goldman Sachs published an interesting note on that topic.   ...
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 0 Comment(s)Author: Equity TeamCategory: CommentsTags: Valuation