Most recent columns

Bob Homan: The 60/40 portfolio is set for a comeback

Wed, 14 Oct 2026 09:03:24 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Bob Homan, Head of the ING Investment Office

The 60/40 portfolio has been repeatedly declared dead in recent years. But now that bonds are becoming more attractive again, the question arises as to whether the classic combination of shares and bonds was written off too soon.

Bob Homan: When share prices lose their focus

Tue, 08 Sep 2026 10:56:42 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Bob Homan, Head of the ING Investment Office

Which is better: a stock market driven by a handful of winners, or one in which almost everything is rising? The answer is less obvious than many investors think.

Bob Homan: China is benefiting from the new energy order

Tue, 02 Jun 2026 08:27:04 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Bob Homan, Head of ING Investment Office

Every energy crisis creates winners and losers. In the 1970s, it was Japan that adapted rapidly to a world of expensive energy. In the current energy crisis, China appears to hold the right cards.

Bob Homan: AI makes analysts more human

Tue, 05 May 2026 08:19:23 +0200

By Bob Homan, Head of ING Investment Office

What is the added value of an equity analyst now that AI can effortlessly take over the calculations? The answer lies in unrivalled imagination.

Bob Homan: Turmoil on stock market does not necessarily mean more action

Tue, 07 Apr 2026 08:04:54 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Bob Homan, Head of ING Investment Office

In times of constant news about war, volatility and other calamities, ‘doing nothing’ almost seems like an act of courage. But sometimes that is exactly what is needed.