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Jurgen Vluijmans
Asset Managers
July 31, 2023
‘Valuations of AI stocks remain reasonable’
After a substantial rally, Artificial Intelligence (AI) stocks are still reasonably valued…
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Asset Allocation
March 28, 2023
Allianz’s Bras: Green bonds are a good diversifier
Green bonds are becoming mature and are a good diversification in a portfolio because they provide…
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Asset Managers
March 10, 2023
Maxime Carmignac wants no fights over gender diversity
The lack of transparency in sustainability legislation and poor corporate disclosure does not mean…
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News
February 9, 2023
BeeBonds offers €3 mln bond on Bettembourg project
Belgian crowdlending platform Beebonds is offering investors an opportunity to cofinance the Arche…
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Asset Managers
November 18, 2022
Efama forum: 'TINA is gone, and that’s not a bad thing'
TINA - There Is No Alternative - is gone. That’s not a bad thing. And don’t write off the 60/40…
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Asset Managers
October 25, 2022
Orcadia sees growth potential in Belgian pension funds
Orcadia Asset Management, active in the Benelux and France, has surpassed the 1.1 billion euro mark…
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Asset Allocation
October 12, 2022
‘Infrastructure is an attractive inflation hedge’
Infrastructure is not immune to the current economic malaise, but it is important to isolate…
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Asset Allocation
September 23, 2022
‘Gold remains an insurance policy against chaos’
Gold prices have been struggling since the beginning of the year, quoting below $1,700 per ounce…
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News
August 29, 2022
Jackson Hole shows the narrow path is narrowing
“Walking the narrow path” is an expression among central bankers about striking a fragile balance…
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Products
August 25, 2022
DNCA Finance sees new niches emerging in sports
Boris Radondy, manager of the DNCA Global Sport Equity fund, expects strong growth in the sports…
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Asset Managers
August 9, 2022
Asian equities may now outperform
With Europe and the US entering recession in the last half of this year, Asia, despite a series of…
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Opinion
July 15, 2022
What can Europe offer investors?
Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Asset Managers
July 15, 2022
Oddo BHF AM seeks growth in Luxembourg, Belgium
Germany and France are Oddo BHF Asset Management’s core markets, but the asset manager now wants to…
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Investing
May 10, 2022
Position of the 'Nasdaq generals' is faltering
The Nasdaq is in a clear downtrend. It is still being held up by the ‘generals’, the big tech…
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