Investing

High yield street
Asset Allocation
July 21, 2022

High yield promising, if you believe in a snappy recession

As US companies revise their earnings forecasts en masse and fears of recession-induced defaults…
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At the ECB Forum in Sintra, Portugal, ECB President Christine Lagarde committed herself to backing a rate hike of 25 basis points on 21 July, Photo: ECB
Investing
July 20, 2022

ECB seen doubling up with 50bp rate hike on Thursday

Pressed by persistently high inflation in the eurozone, the European Central Bank on Thursday may…
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Martyn Hole, Equity Investment Director at Capital Group. Photo: CG.
Asset Managers
July 14, 2022

Capital Group long-term outlook focusses on tech

Semiconductors everywhere you look, the end of cash, the development of digital entertainment…
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Red flag
Investing
July 13, 2022

In popular private markets, the red flag is raised later

In public markets, a well-known proposition is that at the moment that everyone steps in, the red…
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Jeroen Blokland
Investing
July 11, 2022

Chart of the week: don’t be blindsided by recession

The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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ESG Finance. Photo: Unsplash
Investing
July 6, 2022

Top 5 inflows to Article 8 and 9 funds: Fundsmith leads

Sustainability funds have been selling like hot cakes in recent years. Not surprisingly, many fund…
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A BMW manufacturing plant in Leipzig, Germany. Photo: BMW CC BY-SA 2.0 de
News
July 5, 2022

First German trade deficit in 31 years shows EU’s vulnerability

Germany has unexpectedly reported its first trade deficit since 1991. The reversal of the trade…
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Andrew Balls, CIO Global Fixed Income at Pimco. Photo: Pimco.
Investing
July 4, 2022

Pimco: next five years will be anything but normal

The global macro environment will continue to be anything but normal over the next five years…
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Left to right: Moderator Alexandre Hector, KPMG; Tom Slocock, iCapital; Manuel San Salvador, Antwort; and Olivier Dauman, Indosuez. Photo: LPEA.
Investing
June 30, 2022

Wider access to private equity for HNWIs not without risk

Private Equity in the coming years is set to attract a wider range of investors, in particular those…
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Right to left: Jan Longeval, Frank Vranken, Jan Vergote, Jurgen Vluijmans and moderator Michaël Van Droogenbroeck. Photo: IO.
Asset Allocation
June 27, 2022

Portfolio Day 2022: ‘Shareholder interests best served in US’

An investment portfolio today should consist predominantly of US assets. Impact investing is…
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Quintet's head office in the centre of Luxembourg town. Photo: IO.
Asset Allocation
June 23, 2022

Quintet still sees long term quality in tech stocks

Quintet Private Bank sees “significant long-term opportunities” in a world that has experienced…
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Federal Reserve
Investing
June 23, 2022

What can stop the Fed?

The Federal Reserve is doing something else than what it says it is doing. At last week’s FOMC…
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The eurosign next to the ECB tower in Frankfurt. Photo: Getty Images.
Investing
June 22, 2022

As Eurozone spreads shrink, ECB gets the benefit of doubt

Increasing variations in interest rates on government bonds the Eurozone have reawakened fears of…
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investment fund sales turn negative in second quarter
Investing
June 21, 2022

Mutual fund outflow persists in May, inflow for ETFs

Mutual funds saw net outflows last month at a rate of more than one billion euro per day, while…
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