Capital Market Insights

Convertible Bonds

Most of the time potential investors have to choose between bonds and equities. Bonds offer a steady return and are considered safe. Equities offer the prospect of higher yields, but are considered more risky. The market also offers securities with characteristics similar to those of equities and bonds. These are called convertible bonds. Learn more about the characteristics and perspectives of convertible bonds in our new publication:

• Convertible bonds: The best of both worlds?

Corporate Bonds

Learn more about Corporate Bonds in our 3-part series:

• Part I: High Yield Corporate Bonds
• Part II: Credit Spreads - Compensation for default
• Part III: US High Yield Bonds

Dividend Strategies

Difficult market situations and rising dividend yields recently increased the attraction of dividend stocks. Learn more about dividend stocks as an attractive investment opportunity in our new series on dividends:   

• Dividends are set for 1980s-style comeback
• Dividend stocks - an attractive addition to a portfolio
• Dividend strategies in an environment of inflation and deflation

Decisive Insights in a "Changing World"

Globalisation, demographics, the growth markets catching up to the industrialised countries, scarce resources and a new information age – megatrends are changing the world. At the same time, (capital market) risks are cropping up ever more frequently in an increasingly interconnected world. It is an environment that investors need to adapt to without delay. Get more information about actual changes in our new updated version.

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Turning Point

Structural changes in the world economy are occurring more and more frequently on globally linked financial markets. Emotions also play a part in speeding up the process of change. Meanwhile, capital market investors are faced with the dilemma that the certainty to which they have become accustomed now harbours a risk. Capital markets are at a turning point in which the real return is more important than ever. Read more about this topic in our latest update.

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Bond Basics

Active management is also necessary for bond portfolios.

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ESG Matters

Thought pieces from our Sustainable Research Team.   

• Issue I
• Issue II

Demography: From turning point to investment opportunity

What are the prospects of global demographic trends in the future? Read more on this and other topics in our new three-part series on demography:

• Introduction
• Part 1: Demographic Turning Point
• Part 2: Pension Systems in a Demographic Transition
• Part 3: Demography: An Investment Opportunity