Jurgen Vluijmans

some correlations are turning positive
Asset Allocation
July 22, 2021

Asset allocators, beware: some correlations are turning positive

In certain sectors, the correlations between equities and bonds are turning positive (again). That…
Read more
Vincent Mortier, Deputy Chief Investment Officer at Amundi
Asset Managers
June 30, 2021

Amundi: interest rates and inflation will continue to rise

Long-term interest rates will continue to rise, as will inflation. And the correlations between…
Read more
LFDE Commercial Director Stéphane Van Tilborg, L, sales manager Peter Jansen, R
News
June 22, 2021

LFDE: Conquering the Netherlands with niche thematic strategies

La Financière de L’Echiquier (LFDE) wants to gain a foothold in the Netherlands, following in the…
Read more
Xavier Rubbens - CBP Quilvest Belgium
Asset Managers
June 2, 2021

“We have an old-school approach and I take that as a compliment”

Taking an ‘old-school’ approach to asset management, but in the positive sense of the term, is what…
Read more
Philippe Gijsels, chief strategist, BNP Paribas Fortis,
Asset Managers
June 1, 2021

“Private equity in wealth portfolios to double”

At BNP Paribas Fortis, the bank has seen its private equity business double and even triple in…
Read more
Emmanuel Martin (pictured), manager of the Echiquier Convexity SRI Europe fund at La Financière de l'Echiquier
Asset Managers
May 25, 2021

LFDE: quality of convertible bonds better than ever

The average credit quality and rating of convertible bonds has improved significantly in recent…
Read more
Burry vs Wood
Asset Managers
May 19, 2021

The tug-of-war between Michael Burry and Cathie Wood

Renowned investor Michael Burry has taken a short position on Tesla and is aiming for an…
Read more
Investing
May 5, 2021

Are US equities too expensive? Yes, but…

According to traditional valuation metrics, US equities are expensive. In this analysis, we provide…
Read more
Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
Read more
Photo by <a href="https://unsplash.com/@loicleray?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Loic Leray</a> on <a href="https://unsplash.com/s/photos/risk?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Unsplash</a>
Institutional
April 27, 2021

Insurance companies to increase alternatives exposure

Insurance companies are looking to significantly increase their allocations to private equity, mid…
Read more
Asset Managers
April 19, 2021

'IG corporate bonds will remain more attractive than govvies'

Investment grade corporate bonds remain more attractive than core European government bonds, which…
Read more
Asset Managers
March 23, 2021

Naïm Abou-Jaoudé : "L'ISR se développe désormais plus vite en Belgique qu'aux Pays-Bas"

Le marché belge des produits durables connaît actuellement une croissance plus rapide que le marché…
Read more
Asset Allocation
March 12, 2021

‘Commodity rally has much further to go’

The rally in commodity prices has only just started and has much further to go, according to…
Read more
Asset Managers
March 8, 2021

New fund to focus on European decarbonisation champions

Looking for companies that can contribute to the decarbonisation of the European economy. That’s the…
Read more