Today, an investment portfolio should consist predominantly of US assets. Impact investing is SRI 2.0 and long duration assets continue to struggle. This was stated by independent investment expert Jan Longeval at the closing debate of Portfolio Day, which Investment Officer organised in Brussels on Thursday 23 June.
In addition to Longeval, independent specialist Jan Vergote and strategist Frank Vranken of Private Bank Edmond de Rotschild participated in the debate, as did editorial manager Jurgen Vluijmans of Investment Officer BE. Moderator was Michaël Van Droogenbroeck. The debate concluded a meeting whose theme was 'The New World Order'.
See also Investment Officer Belgium: https://www.investmentofficer.be/nl/nieuws/portfolio-day-belangen-aandeelhouder-best-bediend-vs