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 …

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 …

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 …

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 …

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 …

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 - …

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

Candriam expects inflation to cool slowly in 2022

Lehman collapse does not apply

Momentum, value and beta already existed in 1866

Real assets still the place to be

Analysis: is EU now the turtle of sustainability?