The yield curves on the global bond markets flattened dramatically during the second half of October. When flattening is followed by inversion of the yield curves, a recession is inevitable. This ominous development is causing concern in the market, but …

The business outlook for next year is characterised by concerns about inflation. Is it a temporary phenomenon linked to problems in the supply chain as consumer demand has picked up again this year? Or is it permanent? Central bankers are considering …

European equities are very attractive right now with a risk premium of around 7 per cent. To navigate in this environment, a barbell strategy between long and short duration equities is appropriate. In this way, one can intelligently combine growth and …

While browsing through all the predictions for next year, I noticed that hardly anyone dares to put China on the map. Until I recently saw JP Morgan's outlook with the appealing headline “Buy everything in China”. This was followed on Tuesday by …

Quiet optimism in the Luxembourg fund industry suggests that proposed tweaks to the ELTIF regime could unlock this concept’s potential. Wealth managers report growing demand for funds that can give clients exposure to alternative strategies, and new …

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 …

Is a recession on the way?

Weak competition law enforcement drives inflation

Large-scale investment plans give new impetus to equities

Economist's view: the importance of China in the portfolio

Hopes for an ELTIF breakthrough

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