INGVF News and Press, ING Groep NV From 11/03/22

The following slide deck was published by ING Groep N.V. in conjunction with their 2022 Q3 earnings call. For further details see: ING Groep N.V. 2022 Q3 - Results - Earnings Call Presentation

Summary We covered banks some time ago with a focus on which ones might benefit from rate hikes by having less exposure to fee and commission income. KBC demonstrates the value of traditional and long eschewed retail/commercial banking in the current environment. Has the full ...

ETF investors are looking for safety, and EPOL already has some complicated exposures. While there could be more to the story, given the typical risk profile of ETF investors, they need to take care around EPOL. Legal risks for major lenders and a decent amount of refining exposur...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

Ray Dalio recently predicted that a new world order is coming. His investments according to this theme have proven wildly profitable year to date. We share our top picks moving forward. The founder of Bridgewater Associates - the world's largest hedge fund - Ray Dalio re...

The economy is slowing, and the housing market will be allowed to cool off. We think the story isn't so linear, with a cooling of the housing market actually creating some vectors of health on top of secular forces supporting it in the US. We offer up 4 stocks to consider as the h...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For Q1 2022, Aristotle Capital’s International Equity ADR Composit...

The following slide deck was published by ING Groep N.V. in conjunction with their 2022 Q1 earnings call. For further details see: ING Groep N.V. 2022 Q1 - Results - Earnings Call Presentation

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

ING Groep NV (ING) Q1 2022 Earnings Conference Call May 06, 2022, 03:00 ET Company Participants Steven van Rijswijk - CEO Mark Milders - Head, IR Tanate Phutrakul - CFO Ljiljana Cortan - Member, Management Board Conference Call Participants Robin van den Broek - Mediobanca Kirishanthan Vijaya...