Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a major rotation towards value stocks. He has aligned his tactically managed portfolio as such, while almost completely avoided US tech. Today, 40% of the …

Quintet private bank is counting on an accelerated global recovery in the spring and is advising its clients to increase risk in the short term. The bank is overweight equities, especially those from the US and emerging markets. With the recovery of the …

As a very challenging 2020 has drawn to a close, everyone is looking to the future: when can I get the vaccine? When will life return to normal? When will I be able to go to the pub with my friends again? But for investors, it’s of course important to not …

The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a stock. But not Ludwig Palm, manager of Flossbach von Storch – Dividend fund. His main focus is whether a company is able to increase its dividend in the …

Labeling existing investment funds as 'sustainable' or 'ESG' rather than launching a new fund is increasingly popular among asset managers. In the third quarter of 2020 alone, Morningstar counted 32 such rebrands. No less than a third of all the …

Assets under management of Luxembourg-domiciled private debt funds have risen by 36% to €108 billion in 2020, according to the KPMG/ALFI Private Debt Fund Survey 2020. Investment Officer discussed the dynamics behind the popularity of the asset class with …

Despite there being a deal now, Brexit will never be done. Even if the end of the transition period can be navigated with minimal disruption, the lack of an institutional underpinning to the UK-EU relationship points towards decades of negotiation over …

Low interest rates, moderate inflation and a strong recovery in corporate profits. For the time being, the environment for equities remains extremely favourable, according to James Ashley, Head of International Market Strategy at Goldman Sachs Asset …

Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the same time, they should use options and own some gold and Treasuries to protect their portfolio, according to Andrew Harmstone, head of Global Balanced Risk …

The London-based foreign exchange specialist Monex has opened an office in Luxembourg to serve its EU-based clients after the Brexit transition period ends on 31 December. The presence in Luxembourg will enable Monex to continue to provide foreign …

M&G multi-asset fund makes big bet on value rotation

Quintet ups risk as recovery accelerates

15 predictions for investors for 2030

‘A high dividend alone is worth nothing’

ESG rebranding – the fund trend of 2020

Luxembourg the new hub for private debt funds

Welcome to long Brexit

‘Equity bull market will continue in 2021’

‘Still a place for Treasuries in reflationary environment’

FX specialist Monex opens Luxembourg office