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Date
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December 8, 2021
Asset Allocation,Investing

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for inflation to cool. Long-term interest rates should start to rise, according to the online Outlook 2022 conference organised by Candriam. Anton Brender and …
December 8, 2021
Investing

Lehman collapse does not apply

Quintet Private Bank has become more positive on Asia, both strategically and tactically. In the short term, the bank said that it believes that Asian high yield bonds currently offer better risk-adjusted returns than either China or Asian equities. The …
December 7, 2021
Investing

Momentum, value and beta already existed in 1866

For five years, a group of students from Erasmus University in combination with three Robeco researchers scoured hundreds of financial newspapers from 1866 to 1926. They looked for prices, dividends and market capitalisations of almost 1500 American …
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 …