Tjibbe Hoekstra

Asset Allocation
June 25, 2020

Outperformance despite tech underweight

Skagen Global remains an outlier among global equity funds. The fund shuns most big American…
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Asset Allocation
June 22, 2020

Why factor investing keeps disappointing

Due to a sustained period of underperformance, investors are increasingly questioning the validity…
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Asset Allocation
June 16, 2020

Coronavirus leads to EM of two paces

The performance gap between East Asia and other emerging markets has never been greater than in the…
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June 11, 2020

Luxflag webinar: ‘Pandemic increases need for ESG disclosure’

The coronavirus outbreak has increased the need for more granular ESG data. However, such data are…
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Photo by Tingey Injury Law Firm on Unsplash
June 2, 2020

CSSF suspends critical fund director

The CSSF has suspended David Mapley from his duties as the director of the Luxembourg-domiciled LFP…
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Asset Allocation
May 29, 2020

Investors oppose coronavirus cost cuts

Companies that opted to retain their staff and take measures to support their suppliers during the…
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Asset Allocation
May 25, 2020

‘Short but fierce value rally ahead’

The difference in valuations between expensive and cheap stocks has overshot in recent weeks…
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Asset Allocation
May 20, 2020

Coronavirus image boost for healthcare stocks

As a result of the corona crisis, investors suddenly look at healthcare companies very differently….
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Cammille Thommes, Alfi
April 30, 2020

Alfi grapples with coronavirus fall-out

All of Luxembourg’s fund community is feeling the impact of the coronavirus crisis, and fund…
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Asset Allocation
April 22, 2020

'Lack of guidance requires top-down approach'

The earnings season has started in Europe. But it’s a rather strange one. ‘All companies have…
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Yves Maas
April 17, 2020

Luxembourg banks find new growth niche

Despite a Brexit-inspired influx of banks to Luxembourg, the number of banks active in the country…
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Asset Allocation
April 6, 2020

Did ETFs really pass the bear market test?

ETFs have remained open for business during the coronacrisis, while credit markets were largely…
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Asset Allocation
April 3, 2020

Coronacrisis reinforces trends in real estate

The coronacrisis has hit the real estate sector hard. Much of the damage could prove to be permanent…
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Asset Allocation
April 1, 2020

Fund managers fear more dividend cuts

Fund managers expect more companies to cut their dividends, following the example set by banks…
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