The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in commodity and other input prices sufficient to cause an
Asset allocations
Asset allocation
Inflation or no inflation? The jury is still out
/en/news/inflation-or-no-inflation-jury-still-out
‘Japan value rally is already over’
Optimism about an imminent end to the coronavirus lockdowns and the announcement of substantial financial support packages has boosted value stocks worldwide, and Japan has
/en/news/japan-value-rally-already-over
'We continue to prefer quality growth stocks in the US'
As the head of the BL - Equities America fund, Luc Bauler emphasises the importance of favouring stocks with solid and visible growth prospects. Portfolio
/en/news/we-continue-prefer-quality-growth-stocks-us
‘Biden support package to benefit small caps'
US stocks are historically expensive. But this applies in particular to large caps. Small caps are still cheap, despite a strong price rally in the
/en/news/biden-support-package-benefit-small-caps
To bitcoin or not to bitcoin?
Elon Musk’s announcement by tweet that Tesla’s customers will soon be able pay for their car in bitcoin has triggered a discussion about the viability
/en/news/bitcoin-or-not-bitcoin
‘Asia: growth shifts from big tech to niche players'
Growth in the Asian stock market no longer comes from big tech companies. The best growth opportunities now lie in young, smaller technology companies and
/en/news/asia-growth-shifts-big-tech-niche-players
No reason for yield-phobia
Investors have always worried about what rising bond yields mean for markets. But today, such fears appear unfounded, argues Daniele Antonucci, Chief Economist at Quintet
/en/news/no-reason-yield-phobia
‘We create most alpha by re-investing in the existing portfolio’
Small caps have shown stellar performance this year, helped by an improved economic outlook. Valuations have risen, so are there still opportunities for investors? We
/en/news/we-create-most-alpha-re-investing-existing-portfolio
‘Commodity rally has much further to go’
The rally in commodity prices has only just started and has much further to go, according to Phillippe Gijsels, head strategist of BNP Paribas Fortis
/en/news/commodity-rally-has-much-further-go
Pet fund benefits from ‘intersection of megatrends’
Pets are not just fun to have around, they are also an excellent investment. ‘The pet economy is growing faster than the economy as a
/en/news/pet-fund-benefits-intersection-megatrends
