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Investing
Asset Allocation
December 28, 2021
Infrastructure has become a must
Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are…
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Investing
December 27, 2021
Inflation exceeding 10%
“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square…
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Investing
December 22, 2021
2021, can we settle the score?
Traditionally, the first outlooks for the coming year trickle in from September onwards. With…
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Asset Managers
December 20, 2021
JPMorgan AM: equities are a good inflation hedge
In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities…
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Investing
December 17, 2021
Large-scale investment plans give new impetus to equities
European equities are very attractive right now with a risk premium of around 7 per cent. To…
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Investing
December 15, 2021
Nagelmackers: European property remains excellent diversifier
Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still…
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Asset Allocation
December 13, 2021
Comgest: value and growth are not incompatible
Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding value in growth…
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Investing
December 10, 2021
Top 5 fund liquidations: a look at the investment funds graveyard
Every year, thousands of new investment funds see the light of day. A catchy name, an attractive…
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Asset Allocation
December 8, 2021
Candriam expects inflation to cool slowly in 2022
The current inflation surge is similar to the one after World War II. It then took two years for…
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Investing
December 8, 2021
Lehman collapse does not apply
Quintet Private Bank has become more positive on Asia, both strategically and tactically. In the…
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Most recent
Expert Panel
Morningstar: GuardCap vs. Fundsmith in global equities
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Transfers
Vincent Juvyns joins ING Belgium as chief investment strategist
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Platforms
Asset managers launch uniform calculation for avoided emissions
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News
Investment Officer Luxembourg starts weekly newsletter in French
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Asset Allocation
Private debt under scrutiny as market complexity grows
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