“Focus on quality. Anticipate four structural trends that will dominate our lives in the years to come. Hyper-growth stocks are not recommended at this time because of the sharp rise in valuations. And be cautious about equity and bond markets.” This is …

The momentum score of value stocks is on the rise as a result of the recovery of financials, energy and a strong performance of the basic materials sector. If value stocks become momentum stocks, this could give an extra boost to the style rotation that …

Can you imagine it? The chip industry that will suffer the same fate as the steel industry, namely chronic overcapacity. That's what GaveKal, one of the most prestigious research firms in the investment world, has written in its analysis ‘The Future of …

Could regulatory moves be underway that will help unlock the promise around blockchain and distributed ledger technology (DLT)? Too often great new ideas and tools run into a wall of financial sector regulation before they can show their full promise. …

As a result of the Covid pandemic, trends and themes that previously seemed to be the preserve of millennials have now found their way into older generations. Even if we are gradually getting back to normal life, it is a movement that will not be easily …

US corporate bonds have performed exceptionally well over the past year, but rising inflationary pressures are rapidly increasing the downside risks. The Capital Group High Income Opportunities Fund is therefore underweight on US corporate paper and sees …

JP Morgan Asset Management looks at a globally diversified portfolio from different angles in order to achieve a better allocation. Global investing is a must. The source of equity returns is becoming less beta-driven. Active investing is now more …

“A better distribution within the traditional investment portfolio is 78 percent shares and 22 percent bonds,” DWS's head of multi-asset Bjorn Jesch said. “Possibly with the addition of alternatives, to reduce the portfolio risk.” That is what Jesch …

VAT rules are a mess in the EU financial services sector. The current regime dates from 1977, well before the development of the cross-border business we know today. The European Commission would like to bring these rules up to date and is currently in a …

Taking an 'old-school' approach to asset management, but in the positive sense of the term, is what CPB Quilvest wants to achieve. The niche asset manager based in Luxembourg and with a branch office in Belgium wants to continue to build on its strengths …

Oddo BHF: we avoid hyper-growth stocks

Momentum score value stocks could boost style rotation

GaveKal: chips, scarce now, soon overcapacity

Regulatory breakthrough for DLT in Europe?

Goldman Sachs: millennial themes now generalised

Inflation risk threatens US corporate bonds

JP Morgan AM: an equity portfolio must be globally diversified

“A better traditional portfolio is that of 22/78”

ALFI: continue financial service VAT exemption

“We have an old-school approach and I take that as a compliment”