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Date
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December 7, 2021
Asset Allocation

Real assets still the place to be

Real assets like stocks and real estate are expensive but remain a way to maintain purchasing power. And inflation will remain high. This is BNP Paribas’ outlook as explained by Philippe Gijsels, chief strategist, and Koen De Leus, chief economist.  “The …
December 6, 2021
Asset Managers,Investing

Analysis: is EU now the turtle of sustainability?

Just a few weeks after the UN climate conference COP26 in Glasgow, one of the European Commission's most important initiatives in recent years is under fire: the “EU Taxonomy”. The reason is a number of EU Member States that want to admit natural gas - …
December 6, 2021
Investing

Saxo's crazy predictions for 2022

Saxo's traditional “Outrageous predictions” for 2021 were right on target, suggesting an extreme rise in inflation in 2021. For next year, the bank is betting on a 15 per cent inflation rate in the US through wage-price spirals. What other self-styled …
December 3, 2021
Opinion

Is the judgment of Paris (1976) on US vs. French wine relevant?

The wine world was taken by surprise in 1976: Steven Spurrier, the British wine merchant, had a jury of experts taste a series of French and American wines blind. To everyone's surprise, the United States won gold twice in the categories of Chardonnay …
December 3, 2021
Investing

AG Insurance: economy continues to normalise

The base case for AG is one of "normalisation of the economy", moving from a recovering economy to strong GDP growth, rising purchasing power and increased investment, while keeping admittedly higher inflation under control, according to the 2022 Outlook …
December 2, 2021
Investing

ALFI: Luxembourg real estate investment sector shows resilience, strong growth

Luxembourg’s real estate investment sector has recovered strongly from the economic slowdowns caused by the ongoing global Covid-19 pandemic, according to figures released in the Association of the Luxembourg Fund industry’s (ALFI)  15th annual Luxembourg …
December 2, 2021
Investing

Luxembourg’s early green investing lead

Luxembourg is by far the leading EU domicile for environmental funds, according to a new report by PwC (see below). Assets under management in green funds in the Grand Duchy are greater than the combined totals of the next three largest domiciles for …
December 2, 2021
Asset Managers

Qontigo: the builder of more than ten thousand indices

Qontigo has already built more than ten thousand indices, commissioned by asset owners such as APG and Willis Towers Watson and asset managers such as BlackRock. Institutional investors increasingly want a customised index that is in line with their own …
December 1, 2021
Investing

Impending US default puts markets on edge

US politicians will have to raise the debt ceiling again on 15 December to avert the first ever default on US obligations. A so-called “default” puts at risk payment obligations such as interest on debt. Investors are getting very nervous about this.  The …
November 30, 2021
Asset Managers

New Degroof Petercam CEO: firm in sweet spot

Hugo Lasat has been officially appointed as the new CEO of Degroof Petercam, succeeding Bruno Colmant, who will focus on the private banking activities, thanks to a regulatory green light. With the appointment of Lasat, who led DPAM's institutional …