Investors should focus on cyclical equities, which benefit from a strong economic recovery. At the same time, they should use options and own some gold and Treasuries to protect their portfolio, according to Andrew Harmstone, head of Global Balanced Risk …

The London-based foreign exchange specialist Monex has opened an office in Luxembourg to serve its EU-based clients after the Brexit transition period ends on 31 December. The presence in Luxembourg will enable Monex to continue to provide foreign …

LFP 1 SICAV has filed a civil claim against the CSSF for gross negligence. The directors of the fund claim the regulator turned a blind eye to blatant fraud with the fund between 2014 and 2019, and can therefore be held responsible for the losses in the …

The impending economic recovery may well mean the big tech stocks will cede their market leadership for the time being. But the FAMAG stocks remain attractive on a long-term basis, says Julian Cook, portfolio specialist for US equities at T. Rowe Price. …

An energy revolution thanks to an algorithm and a basic income that is finally on its way? After a year like 2020, things couldn't get much crazier, but Saxo Bank is playing to this with its 10 “outrageous predictions” for 2021. The bank and its …

‘Taxes are poison for companies hit by the crisis,’ Xavier Bettel told a Luxembourg for Finance online panel on Thursday. He added that when seeking to restore balance to state finances ‘we want to avoid any tax rise.’ Instead ‘maybe we'll have to cut or …

In response to the SRI trend, State Street Global Advisors (SSGA) has been expanding its offering of ESG products. But these funds do not replace non-sustainable variants, says Carlo Funk, head of ESG investment strategy for EMEA at SSGA. Sustainable …

A car with two accelerators and no brakes. This is how Philippe Gijsels (pictured right), chief strategist at BNP Paribas Fortis, describes current monetary and fiscal policies. Consequently, he expects 2021 will be a good year for risky assets. In …

The US Bloomberg Barclays High Yield Index has already risen by more than 30% since its low in March. But the big rally is now over, with the remaining opportunities now primarily in reopening trades and rising stars, according to Walter Kilcullen, …

The world economy is set for strong growth next year, helped by a broad roll-out of the coronavirus vaccine which will restore confidence. But there is a downside to this development: it will be followed by a strong rise in inflation – of up to 5%. Simon …

‘Still a place for Treasuries in reflationary environment’

FX specialist Monex opens Luxembourg office

Investment fund sues CSSF for €99 million

‘FAMAGs can navigate change in macro environment’

Saxo Bank’s 10 outrageous predictions for 2021

Lux PM Bettel: ‘Taxes are poison’

State Street maintains non-sustainable ETF offering

‘2021: a great year for equities and commodities’

US high yield: opportunities in reopening trades and rising stars

Janus Henderson: inflation of up to 5% in 2021