Jurgen Vluijmans

Growth. Photo: Unsplash.
Asset Allocation
March 18, 2022

Will recession set growth stocks alight again?

The performance gap between value and growth is still significant since the beginning of the year…
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Gold. Photo via Unsplash.
Asset Allocation
March 9, 2022

Gold takes up its role as safe-haven

Gold is playing its traditional role in the flight to safety and rose above 2000 dollars per troy…
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Chris Govaerts, Nagelmackers chief strategist
Asset Allocation
March 3, 2022

Nagelmackers sees UK, China, Brazil as macro hedge

A global macro strategy seems the place to be in the current extremely volatile stock market climate…
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The Tsar Cannon, cast in 1586 and on display at the Kremlin in Moscow. Photo via Flickr/CC.
Investing
February 23, 2022

Buying when cannons roar?

Conventional stock market wisdom says investors should buy when the cannons roar and sell when the…
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Investing
February 14, 2022

'Long duration trades fading into the background'

Long duration trades are fading into the background because of tighter monetary policy. Markets have…
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February 4, 2022

'No, inflation is not temporary'

The effects of the inflation wave crashing over the Eurozone and especially in the US are not…
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Philippe Gijsels, BNP Paribas Fortis
Investing
January 13, 2022

Green transition leads to higher inflation

In the medium term, the green transition may further fuel inflationary risks, according to ECB board…
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Bull-Hans-Eiskonen unsplash
Investing
January 10, 2022

Mr Market: the pandemic is over

So goes January, so goes the year, it is sometimes said. If so, Mr Market has decided that the Covid…
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Jérôme Van Der Bruggen, Bank Degroof Petercam
Investing
December 17, 2021

Large-scale investment plans give new impetus to equities

European equities are very attractive right now with a risk premium of around 7 per cent. To…
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Anton Brender and Florence Pisani, Candriam
Asset Allocation
December 8, 2021

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for…
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Philippe Gijsels and Koen De Leus, BNP Paribas
Asset Allocation
December 7, 2021

Real assets still the place to be

Real assets like stocks and real estate are expensive but remain a way to maintain purchasing power…
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Olivier Colsoul, Nagelmackers
Investing
December 3, 2021

AG Insurance: economy continues to normalise

The base case for AG is one of “normalisation of the economy”, moving from a recovering economy to…
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Hugo Lasat, Degroof Petercam
Asset Managers
November 30, 2021

New Degroof Petercam CEO: firm in sweet spot

Hugo Lasat has been officially appointed as the new CEO of Degroof Petercam, succeeding Bruno…
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Marc Dhondt, OneLife
Institutional
October 22, 2021

Modern brokers can make difference with (big) banks

The modern bank and insurance broker can to a large extent fill the gap left by the major banks. He…
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