The difference in valuations between expensive and cheap stocks has overshot in recent weeks. Investors can therefore expect a period of outperformance of value stocks. However, this will not last too long. Investors’ asset allocation consensus now seems …

Liquidity in Luxembourg’s funds is a key concern for the CSSF, Luxembourg’s financial regulator. With all asset class crashing over the last month, investors have had no easy safe-haven options, and many have sought to sell up and hold cash. However, to …

Two in three fund managers think we are still in a bear market, the latest Bank of America Fud Manager Survey shows. They expect another market correction later this year, most likely caused by a second wave of Covid-19 infections. Just one in ten fund …

The opportunity of teleworking is one of few silver linings to the coronavirus crisis. Especially for the 25,000 cross-border workers in the financial sector, it has been a relief. Will they be willing to resume their tough daily journeys to work after …

As a result of the corona crisis, investors suddenly look at healthcare companies very differently. ‘The pandemic has changed the perception of the sector in the eyes of the outside world,' says Lydia Haueter, manager of the Pictet Biotech Fund. Since …

Several countries drastically reduced their exposure to US government bonds in March. Treasuries worth $256.6 billion were sold, according to data published by the US Treasury. According to analysts, the outflow was mainly driven by the fact that a number …

Global dividend yields are expected to fall between 15 and 35% this year as the coronavirus pandemic hits companies’ earnings, according to Janus Henderson Investors. The new prediction comes less than three months after the asset manager predicted 2020 …

In the fastest and deepest correction we've ever seen, ESG strategies have held up relatively well. A webinar organised between Natixis Investment Managers and its affiliate asset managers Thematics AM and Mirova, the reasons behind this were discussed. …

Who will pay the debt, which has grown to such unsustainable levels in just a few months time? We need a new way to deal with debt, and we are all in this together, says Nicolas Forest, head of fixed income at Candriam. 'The main risk today is not to …

The CSSF has launched a new website. The site is supposed to offer ‘a more intuitive and personalised navigation and a number of enhanced features’, according to Luxembourg’s financial regulator. However, the new website has been displaying technical …

‘Short but fierce value rally ahead’

Liquidity holds up in Luxembourg funds

Fund managers expect new market correction

Covid-19 - Luxembourg’s cross-border labour supply at risk

Coronavirus image boost for healthcare stocks

Foreign investors dump Treasuries

‘Dividends to fall 15-35% in 2020’

Why ESG funds did better in the crisis

Europe needs debt mutualisation

CSSF launches new website with hiccups