With a return of 46 per cent year-to-date, the ACATIS Datini Valueflex is on a roll this year. The 10 per cent allocation to cryptos, via an investment in three crypto ETFs and a direct investment in Coinbase, have helped considerably. But at the top is …

Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still interesting given the low interest rate environment. Her preference continues to be for logistics property, but she also sees potential in other segments. …

The ongoing, rapid consolidation in asset management is exposing problems around rebranding. “Crucial” is untangling one's own story from broader sector narratives, in this jumble of mergers and acquisitions. This is what the Peregrine Communications …

I t takes a lot of guts to come up with the proposition that this is the moment to shift the emphasis from growth to value stocks. But John Bailer, US equity income manager at Newton Investment Management, is certain. The reason: structural changes in the …

Cryptocurrencies are causing the European Central Bank increasing concern. This exotic market segment operates outside the domain of central banks and, according to specialists, can undermine monetary and financial stability. This form of alternative …

Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding value in growth companies the cornerstone of his strategy. These companies, with their unique combination of value and growth characteristics, are invariably labelled quality. The …

In the Luxembourg financial and innovation sectors, blockchain is often discussed a key element in the financial industry’s future, mentioned alongside artificial intelligence as a way of promoting digitalisation and cutting unnecessary costs. But some …

Every year, thousands of new investment funds see the light of day. A catchy name, an attractive website and a slick factsheet tout a new, seemingly well-thought-out investment strategy that offers investors a unique opportunity to respond to current …

“Christmas has come early” was one fund industry professional’s reaction to recent European Commission proposals for AIFMD II reform. On the whole, changes have been kept to a minimum. For Luxembourg this means the alternative fund industry’s current …

Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive – equity portfolio. A balanced portfolio typically consists of 50 percent stocks and 50 percent bonds, although the children of the bull market have gradually …

This fund is not for people who lie awake

Nagelmackers: European property remains excellent diversifier

Rebranding problems due to consolidation

Value renaissance finally on way

Cryptos, highly undesirable alternative liquidity

Comgest: value and growth are not incompatible

The bear case on blockchain

Top 5 fund liquidations: a look at the investment funds graveyard

ALFI: Industry pleased with limited AIFMD reform proposals

Economist's view: balanced portfolio does not protect now