The S&P 500 Low Volatility Index, consisting of the 100 least volatile stocks in the index, was rebalanced last week. The outcome? No less than two thirds of the index has changed. Healthcare is now the largest single sector in the index. While the annual …

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 …

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. …

Qui paiera la dette ? Même en ces temps obscurs, cet appel au réalisme le plus plat pourrait ne pas être aussi incongru qu’il n’y paraît, tant la dette des Etats a dérapé en quelques mois seulement. Du déconfinement de la population au déconfinement de la …

Romain Boscher de Fidelity s’attend à une forte divergence des performances boursières lors de la phase de reprise, avec la santé financière comme principal facteur de discrimination. Selon lui, les indices peineront à retrouver leurs records avant 2021 …

Dramatic reshuffle for S&P Low Volatility Index

‘Short but fierce value rally ahead’

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 fared better during the crisis

Pour une dette européenne commune

« Pour profiter du rebond, il faudra survivre à la chute »