Investing

Pierre Lamelin, Comgest Growth Europe fund
Asset Allocation
December 13, 2021

Comgest: value and growth are not incompatible

Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding value in growth…
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Moonlight
Investing
December 10, 2021

Top 5 fund liquidations: a look at the investment funds graveyard

Every year, thousands of new investment funds see the light of day. A catchy name, an attractive…
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Anton Brender and Florence Pisani, Candriam
Asset Allocation
December 8, 2021

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for…
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Bill Street, Quintet
Investing
December 8, 2021

Lehman collapse does not apply

Quintet Private Bank has become more positive on Asia, both strategically and tactically. In the…
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Guido Baltussen, Robeco
Investing
December 7, 2021

Momentum, value and beta already existed in 1866

For five years, a group of students from Erasmus University in combination with three Robeco…
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Philippe Gijsels and Koen De Leus, BNP Paribas
Asset Allocation
December 7, 2021

Real assets still the place to be

Real assets like stocks and real estate are expensive but remain a way to maintain purchasing power…
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Tower of Babel, Breughel 
Asset Managers
December 6, 2021

Analysis: is EU now the turtle of sustainability?

Just a few weeks after the UN climate conference COP26 in Glasgow, one of the European Commission’s…
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Saxo Outragious predictions, source: Saxo
Investing
December 6, 2021

Saxo's crazy predictions for 2022

Saxo’s traditional “Outrageous predictions” for 2021 were right on target, suggesting an extreme…
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Olivier Colsoul, Nagelmackers
Investing
December 3, 2021

AG Insurance: economy continues to normalise

The base case for AG is one of “normalisation of the economy”, moving from a recovering economy to…
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Emmanuel Gutton, ALFI
Investing
December 2, 2021

ALFI: Luxembourg real estate investment sector shows resilience, strong growth

Luxembourg’s real estate investment sector has recovered strongly from the economic slowdowns caused…
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