amais les actions de pétrole n'avaient été aussi bon marché, mais rien n'indique encore que les cours ont atteint un plancher. Il faut s’attendre à un flux de nouvelles positives. C’est ce qu’ont déclaré Tjeerd van Cappelle, head of Automated …

The withdrawal of economic support post-pandemic could cause a shock for Europe’s banks akin to the global financial and eurozone crises, reckons the ECB. How well prepared are Luxembourg’s banks for any potential future financial crisis? ‘In a severe but …

Les classes d'actifs réels offrent des perspectives de rendement intéressantes. Et l'exceptionnalité américaine peut céder la place à l'Europe et aux pays émergents. Et n'oubliez pas les alternatives, telles que les fonds spéculatifs et les …

Ces dernières années, il était impossible pour les fonds d'actions mondiales de surperformer l'indice sans une allocation substantielle aux FAMANG. Les rendements des grandes entreprises technologiques dominantes étaient tout simplement trop bons pour …

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money market funds or the oil price exceeding the $100 mark? No, it was the introduction of the iPhone in 2007. And what’s the event of 2020? Surely it is …

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit gains in value stocks while growth companies saw their share prices tumble. Is this the long-awaited rotation to value? Especially technology stocks and …

Hydrogen will play a key role in the energy transition and will therefore offer plenty of opportunities for investors. However, investors should not underestimate the diversity of the hydrogen market, according to Candriam. The Belgian asset manager notes …

Is the European Commission planning to regulate European corporate governance practices? Last week, we highlighted the on-going sustainable corporate governance initiative, which is exploring options at the EU level. Karen Wauters of the Luxembourg …

The too-close-to-call race in the US presidential elections is the worst possible outcome for investors as it will make it difficult to implement an effective stimulus package for the economy, according to asset managers. We should bear in mind the …

Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of the Comgest Growth Asia Pacific ex Japan fund. But there are other trends investors in the region can benefit from, such as China’s planned switch to gas. …

« Pas encore un bon point d'entrée pour le secteur du pétrole et du gaz »

What risk to Luxembourg banks post Covid?

JP Morgan AM: « Le crédit devient une classe d'actifs all seasons »

La performance sans la 'big tech'? C'est possible!

GaveKal: not Covid but the renminbi is the event of 2020

Has the value rotation arrived?

Hydrogen – the next frontier for energy investors

ILA: companies should prepare for EU regulation on corporate governance

Asset managers: neck and neck election race ‘worst possible outcome’

‘Investors can benefit from Chinese switch to gas'