INGVF News and Press, ING Groep NV From 11/16/20

ING has been beaten down YTD, but I think the investment case is compelling here. The rate environment is a headwind, but with the cost of risk normalizing and the cost base shrinking, the fundamental outlook isn't all bad. The lower CET1 target unlocks ~EUR 9bn of capital optiona...

Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...

ING Groep N.V. (ING) Q3 2020 Results Conference Call November 05, 2020 03:00 AM ET Company Participants Steven van Rijswijk - CEO Tanate Phutrakul - CFO and interim CRO Conference Call Participants Benoit Petrarque - Kepler Cheuvreux Stefan Nedialkov - Citi Omar Fall - Barclays Benjamin Goy -...

The following slide deck was published by ING Groep N.V. in conjunction with their 2020 Q3 earnings call. For further details see: ING Groep N.V. 2020 Q3 - Results - Earnings Call Presentation

The following slide deck was published by ING Groep N.V. in conjunction with their 2020 Q2 earnings Read more ...

ING Groep N.V.(ING) Q2 2020 Earnings Conference Call August 6, 2020 02:30 AM ET Company Participants Steven van Rijswijk - Chief Executive Officer Tanate Phutrakul - Chief Financial Officer Conference Call Participants Stefan Nedialkov - Citigroup Benoit Petrarque - Kepler ...

This weekly column explains the reasons behind the movement in a selection of the largest U.S. cash merger arbitrage spreads from the past week as calculated by Merger Arbitrage Limited. We analyze the attractiveness and profitability of each spread going forward and indicate the trading pos...

Musings May’s risk-on environment baffled many (and again caused soul searching amongst dividend and value investors. How long can factors (which has proven to create alpha over long stretches of time) continue to lag the market? As John Maynard Keynes aptly phrased it, ȁ...

Musings Unless you are solely invested in Technology stocks, your portfolio is likely nothing but a sea of red this year (despite a bump off the lows in April). Basically everything is hurting (no shocker there), but that’s not what I’m focused on at the moment. I’m tryi...

Musings Shorter update this month since life is too crazy to look backwards at the moment, plus I made a ton of trades to report (so no gory graphs demonstrating the pain I am sure that your portfolio dashboard is telling you). I don’t believe that any of the posted numbers (espec...