Asset allocations · Market outlooks

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

Right to left:  Jan Longeval, Frank Vranken, Jan Vergote, Jurgen Vluijmans and moderator Michaël Van Droogenbroeck. Photo: IO.

An investment portfolio today should consist predominantly of US assets. Impact investing is sustainable investing 2.0 and long duration assets continue to struggle. That is what independent investment expert Jan Longeval said during the closing debate of Portfolio Day, which Investment Officer organised in Brussels last Thursday. 

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