News

Asset Allocation
November 18, 2020

‘Biden victory confirms dollar bear market’

The dollar will depreciate by another 10-15% over the next 3 to 5 years as the election of Joe Biden…
Read more
Asset Allocation
November 17, 2020

'No good entry point yet for energy stocks'

Oil stocks have never been so cheap, but there are no signs yet that prices have bottomed out. We’re…
Read more
Private Banks
November 16, 2020

What risk to Luxembourg banks post Covid?

The withdrawal of economic support post-pandemic could cause a shock for Europe’s banks akin to the…
Read more
Asset Allocation
November 13, 2020

JP Morgan AM: US equities make way for Europe and EM

The American exceptionalism will finally make way for outperformance of European and EM equities…
Read more
Asset Allocation
November 11, 2020

Outperformance without big tech? It’s possible!

In recent years it has been impossible for global equity funds to beat the index without a…
Read more
Asset Allocation
November 10, 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money…
Read more
Asset Allocation
November 9, 2020

Covid-19 vaccine: has the value rotation arrived?

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit…
Read more
Asset Allocation
November 8, 2020

Hydrogen – the next frontier for energy investors

Hydrogen will play a key role in the energy transition and will therefore offer plenty of…
Read more
November 5, 2020

ILA: companies should prepare for EU regulation on corporate governance

Is the European Commission planning to regulate European corporate governance practices? Last week…
Read more
Asset Allocation
November 4, 2020

Asset managers: neck and neck election race ‘worst possible outcome’

The too-close-to-call race in the US presidential elections is the worst possible outcome for…
Read more

Most recent

Hugo Lasat
Asset Managers

Hugo Lasat steps down at Degroof Petercam, Sylvie Huret new CEO

Read more
Ruilen
Institutional

Swap spreads go negative: Should investors ditch swaps for bonds?

Read more
Johannesburg
Expert Panel

Morningstar: fast-growing Africa still fails to attract investors

Read more
Marc Flammang and Xavier Rubbens
Private Banks

Intesa’s Luxembourg private bank bets big on digital future

Read more
Valérie Charrière-Pousse, BNP Paribas Asset Management.
Transfers

Transfers: BNPP AM, Loyens & Loeff, Esma, Stibbe, Deloitte Switzerland

Read more