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Date
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October 13, 2021
Asset Allocation,Investing

ING adjusts portfolios to turbulent energy market

While the price of gas shot through the roof last week, it seems that a real energy crisis can be avoided in the short term now that Vladimir Putin is going to supply extra gas. Nevertheless, the unexpected turbulence in the energy market is reason for …
October 12, 2021
Asset Managers,Asset Allocation

Is illiquidity in private markets still an issue?

The question is whether the illiquidity of private markets is still an issue if the market becomes more volatile again. Especially when you realise that liquid markets can also become illiquid. This is what Niels Bodenheim of NN Investment Partners …
October 12, 2021
Asset Managers

AG Insurance plans 10 billion in sustainable impact investments

The asset allocation of an insurer is different from that of a traditional asset manager or private bank. On the one hand, there are the provisions imposed by the regulator and, on the other, the long-term obligations. Low yields on government bonds are …
October 11, 2021
Investing

Oh my God: 3 asset classes at record highs at once!

There is a risky and dangerous novelty in the financial markets: “the prices of stocks, bonds and real estate, the three most important asset classes in the United States, are all extremely high”.  That is the warning from Robert Shiller, the 2013 Nobel …
October 11, 2021
Private Banks

ING: order in operating concept jungle

ING has aligned its asset allocation for the Netherlands, Belgium and Luxembourg as of October, as the next step in the centralisation of its investment policy. In the meantime, the private bank has reorganised its customer service in order to create …
October 8, 2021
Asset Allocation

Roadmap to CO2 neutrality: exclude or engage?

With the upcoming COP26 Climate Change Conference in Glasgow, the pressure on pension funds to green their investment portfolios increases. At the same time, the debate on fossil investments is intensifying. But what is the best roadmap: exclusion or …
October 8, 2021
Opinion

Comment: ageing population to increase inflation

To a large extent, the current inflation level is a consequence of the coronavirus crisis. That is the main argument for labelling it temporary. However, the risk of this temporarily higher inflation is that it becomes lodged between the ears. Especially …
October 8, 2021
Asset Managers,Asset Allocation

Chahine: European equities & value most attractive now

Chahine Capital's macroeconomic analysis shows that European equities and value are now the most attractive in this cycle. The European risk premium is particularly high. Italian equities have strong rationing potential. This emerged from an interview …
October 7, 2021
Investing

Luxembourg Central Bank: Lack of housing supply unsustainable

“The abnormally high inelasticity of supply in relation to house prices, cannot continue without affecting the banking, financial systems and national economic system,” was the stark warning issued by the Luxembourg Centre Bank (BCL) in its latest …
October 7, 2021
Asset Managers

Nordea AM: ESG criteria easier for active investors

It is very difficult to apply ESG criteria consistently to purely passive investments. Active investments lend themselves much better to this. It is easier to apply an integration approach that goes beyond exclusions in active management. In the end, it …