A monetary policy mistake is now a very big risk about which markets are not taking sufficient account. Tightening at the wrong time could trigger a recession. The first half of the year was very positive, but you also have to dare to take profits. …

Equity, bond, and mixed collective investment schemes (UCITS) have achieved annual net returns of 7.6%, 2.3%, and 3%, respectively, over the period 2010- 2019. These positive returns contrast with the 1% loss on bank deposits. Equity UCITS delivered a …

Only the first statement is certain. The first half of 2021 has gone by so quickly that we haven't had a chance to pay proper attention to all the exciting economic and financial developments. Economic indicators have shown unprecedented recovery in both …

In certain sectors, the correlations between equities and bonds are turning positive (again). That is a serious challenge for asset allocators.There is usually a negative correlation between the performance of stocks and bonds. But since the pandemic, a …

Of the €141bn net subscriptions into Luxembourg funds in 2020, two-thirds were attributed to sustainable funds. This compares to 44% for the rest of Europe. A recently-published survey* commissioned by ALFI gives greater insight into the ESG investing …

"All mutual funds become ETFs", Detlef Glow, head of research at Lipper, wrote recently. Only passive and "real" active remain. Considering the inflow of over 500 billion dollars in the first six months into passive, that sounds plausible. But aren't …

One of the most important functions of a financial system is to bring together people with an abundance and a shortage of capital. Financial markets can efficiently bring innovative companies and investors together. This has a positive effect on the real …

Green indices reduce the carbon footprint of investment portfolios, but their added value is currently limited in terms of managing the financial risks of climate change. Only in the event of a disorderly climate transition would there any demonstrable …

Sachin Vankalas, the Managing Director of LuxFlag, has passed away unexpectedly. The LuxFlag Board of Directors and the LuxFlag team are deeply saddened to learn of the sudden passing of Vankalas, the organization said in a brief press release. The …

Paris-based fund manager launches new fund to invest in the structural trends of the new China. The fund takes a sustainability approach to stock selection. Carmignac is best known in Belgium for its flexible funds such as Carmignac Patrimoine. However, …

Amundi: A monetary policy mistake is now the biggest risk

Multi-asset funds yielded 61% over 10 years, bank deposits -1%

Commentary: Time is running out and inflation is rising

Asset allocators, beware: some correlations are turning positive

Luxembourg extends ESG-fund lead in Europe

The challenge of ETF-ESG convergence

Don’t marginalise stock markets

"Green benchmarks: limited added value"

Sachin Vankalas, Managing Director of LuxFlag, passed away unexpectedly

Carmignac focuses on China