Jurgen Vluijmans

Asset Allocation
January 25, 2021

‘Reflation trade to accelerate under Biden’

The reflation trade will accelerate further under a Biden presidency, according to what Philippe…
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Asset Allocation
November 27, 2020

‘EU should launch pandemic bonds to deal with health emergency’

A solution must be found at the European level to deal with the costs of extreme health risks such…
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Private Banks
November 19, 2020

Bank Delen's René Havaux: ‘We would like to do more acquisitions’

Bank Delen would like to do more acquisitions in the Benelux, says its CEO in an interview with…
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Guy Lerminiaux
Asset Allocation
October 14, 2020

‘Growth/value debate is pointless’

The debate between value and growth is pointless, says Guy Lerminiaux, CIO of Degroof Petercam Asset…
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Private Banks
October 8, 2020

Quintet: sustainability ‘starting point’ of discretionary mandates

Sustainability will be the starting point for Quintet’s discretionary mandates, says James Purcell…
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Asset Allocation
October 5, 2020

 Analysis: value traps hold back European equity recovery

The prices of European banking stocks have fallen to their lowest level in more than 30 years. The…
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Asset Allocation
September 29, 2020

Robeco: from risk-free returns to return-free risks

Investors should increase risk as some traditional safe havens are losing their shine, Robeco says…
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Asset Allocation
September 23, 2020

US elections coming up - Why you should stay invested

It’s less than six weeks to the US presidential elections. Capital Group has made a few rules of…
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Asset Managers
September 18, 2020

Ethenea: ‘Know that you will always make mistakes’

In 2002 Luca Pesarini (photo) and Arnoldo Valsangiacomo launched their first Ethna-AKTIV fund, at a…
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Asset Allocation
September 1, 2020

'Fed U-turn will propel inflation'

The Fed’s announcement last Thursday that it will now target an ‘average’ inflation rate of 2% is a…
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August 27, 2020

An 'everything bubble'?

Financial market bubbles are quite concentrated, we noted recently. But more and more market…
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Opinion
August 4, 2020

It's the dollar, stupid!

Central banks and governments around the world are once again engaged in a ‘currency devaluation’…
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July 20, 2020

La Financière de L’Echiquier : « La qualité est encore plus importante que la croissance »

La qualité, et pas la croissance, est le vrai facteur de différentation dans les marchés, déclare…
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<span>Photo by <a href="https://unsplash.com/@matdflo?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Matt Flores</a> on <a href="/s/photos/gold?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText">Unsplash</a></span>
Asset Allocation
June 26, 2020

Will gold keep going higher?

While everyone is watching the main US stock indices break records day after day thanks to FAMANG…
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