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Date
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August 24, 2021
Opinion

Commentary: new oil crisis imminent

Ultimately, the price of oil is determined by supply and demand. What is special about the oil price is that, in theory, there are several equilibrium prices. This is because a large part of the supply is linked to a state budget. Where normally the …
August 23, 2021
Investing

Banks' real estate risks rising

“Risks in real estate markets were on the rise” in 2020 according to the recently-published annual report  by the CSSF financial regulator. A range of indicators point to the increased level of debt across the Luxembourg economy and with it, the risks to …
August 23, 2021

Sport & Investments: former football player Michael Vakalopoulos (Pimco) 

Five years after he was scouted for ADO's youth academy in the The Hague, Netherlands, 16-year-old Michael Vakalopoulos was asked if he wanted to play in the Greek national team. It brought him a professional football career, with employers such as ADO, …
August 20, 2021
Investing

Amazonisation: the rise of finance platforms

Financial services firms have paid attention as a variety of mostly-American-owned digital companies have gained increasing market share, a trend that has increased notably during the Covid-19 pandemic. Since Amazon is one of the best-known of these …
August 19, 2021
Asset Managers,Asset Allocation

Forecasting: fund managers smaller in equities 

Fund managers consider it less and less likely that the economy will continue to grow in the coming period. Normally, this uncertainty about future growth is a reason for investors to reduce their equity exposure.  “This can cause downward pressure on …
August 19, 2021
Investing

Wrong SFDR label gets you bad press

Although the urgency of the climate problem is undeniable, oil, gas and coal cannot be banned overnight. To increase the range of responsible and sustainable solutions available to investors, Invesco launched the Solar Energy UCITS ETF this month. But …
August 18, 2021
Asset Managers,Asset Allocation,Investing

No greenwashing at Auréus's new blue chip fund

In April this year, Auréus launched the Equities Blue Chips fund. The fund is in Morningstar’s highest rated percentile for sustainable funds. “That is amazing. The fund is not labelled as sustainable, and just this one is in the top percentile,” said …
August 18, 2021
Asset Managers

Hedge fund “a good fit” for pension funds’ portfolios

The Mint Tower Arbitrage Fund aims for a positive absolute return under all market conditions, and has managed to do so since its inception. This makes the hedge fund an ideal shock absorber in investment portfolios.  This is what partner Marcel Voogel …
August 17, 2021
Asset Allocation

Tech investors must keep their cynicism

Emerging companies in the technology sector are often heavily overestimated, according to tech investor Richard Clode of Janus Henderson. “The trick is to remain cynical,” he said. Remarkably, he said he also sees opportunities in emerging market …
August 17, 2021
Opinion

Commentary: Fall of Kabul could change world order

The fall of Kabul may be the proverbial drop in the ocean with major consequences for the United States, China, Europe and even the world. It reinforces the call for change that may result in a new world order.   The fall of Kabul will probably go down in …