The private debt funds market is growing quickly in Europe and there’s more to add, commented a panel at last week’s ALFI Global Distribution Conference. The panellists discussed the attractiveness of this sector in general, particularly to the insurance …

Research by French think-tank Edhec shows that ETFs that are so-called “Paris aligned” take the climate score into account for no more than 12% of the factors underlying stock selection. Climate scores, at best, play second fiddle. “We see that although …

The 10-year and 30-year US yields are pushing towards the top of their trend channels. These interest rates are all-important for the further evolution of long-duration assets. 2 per cent on the 10-year segment seems to be a breaking point. A barbell …

With listed infrastructure companies passing inflation directly on to their customers, investors can use them as a hedge against rising inflation, according Thomas van der Meij of Van Lanschot Kempen, a Dutch wealth management firm active in the Benelux …

The Federal Reserve, the Bank of England and the ECB have all started to tighten. The Fed thinks that by the middle of next year it will have ended its 120 billion a month buying programme. At this rate, tapering will be faster than last time. To avoid …

Although the UK led the way in the rollout of vaccinations and Brexit was largely overshadowed by the Covid pandemic and reopening, the divorce continues to cause uncertainty among investors. The UK was able to quickly set up a vaccination programme, …

The energy transition is anything but smooth. This week, two energy suppliers went bankrupt in the United Kingdom and more are to follow. All this as a result of the record prices for natural gas. In continental Europe, too, the prices for natural gas are …

“Due to the search for yield, a “shut up and take my money” sentiment is starting to emerge in the world of high-yield corporate bonds. Investors would be wise to be more cautious in allocating money to the high-yield markets. It is dangerous to stay in …

Deutsche Bank Belgium aims to position itself as a global player and to expand further in the private & wealth management segment. Local presence is important. The distinguishing factor compared to other private banks and wealth managers is that Deutsche …

Guy Wagner of Banque de Luxembourg Investments believes that Western economies will emerge weakened by the health crisis, with higher inflation and huge private debt. His fund is defensively positioned, despite an equity exposure close to 70% of assets …

ALFI: How debt funds are growing

ESG ETFs focus on market cap, not climate score

A value-growth barbell strategy

Listed infrastructure as inflation hedge

Economic analysis: the start of the tightening cycle

Top 5 UK stocks: Invesco in the lead

Economic analysis: energy shortage rises vertically

Junk bonds no longer high yielding

Deutsche Bank Belgium: quality research and advice make the difference

BLI’s Guy Wagner sees a second inflation wave risk