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Stock market news & opinion

Always up to date

We keep you informed with investment news, market comments and updates on our investment strategy.

Ready to invest in 2026?

In 2026, we expect higher economic growth and an increase in corporate earnings. Therefore, we are positive about equities. At the same time, the world is changing. For investors, the AI boom and geopolitical shifts bring opportunities and risks.

Read our Investment Outlook

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Dollar weakness will continue in 2026

Market comment

27/11/2025

The dollar faces another challenging year. Our forecast anticipates further weakness driven by monetary policy, and by the US fiscal and current account deficits.

Gold continues to shine in 2026

Market comment

19/11/2025

Gold prices soared in 2025. However, we do not believe that gold is in a bubble. For you as an investor, gold can be a good way to diversify your portfolio.

US outlook improves as AI spending surges

Investment strategy

19/11/2025

The macroeconomic environment is continuously evolving. The surprisingly limited impact of tariffs and the continuous high investments in AI have strengthened our outlook for the world economy and the US specifically. As a result, we are pivoting our equity allocation more towards the US while taking a step back in European equities. Simultaneously, we are shifting to a more risk-on sector allocation by decreasing our position in the healthcare sector and increasing our position in the materials sector. Meanwhile, we strengthen our positive view on gold.

  • Macro: improving US outlook
  • Equities: AI keeps dominating
  • Gold: structural trends remain
  • Bonds: a strategic choice

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.