Accommodative central bank policy, an ageing Europe and the exorbitant increase in debts make interest rate hikes in Europe extremely unlikely in the short term. This increases the risk of negatively-yielding bond portfolios for pension funds and …

How Luxembourg’s fund sector withstood the acute phase of the Covid crisis was summarised by the CSSF in its recently published 2020 annual report. Generally, the regulator was pleased with the performance on risk and liquidity, but it drew attention to …

With almost all indices worldwide at record highs and US stock markets doubling in value after the March 2020 low following the Covid-19 crisis, the risk of a correction is increasing, according to European Securities and Markets Authority (ESMA), the …

A study by a group of researchers from Ghent University shows that the sentiment of the coverage in Fondsnieuws ( Investment Officer Luxembourg ’s sister Dutch sister publication, along with Investment Officer Belgium ) positively correlates with market …

Investing in green property not only has social added-value, but also reduces the financial risk in the property portfolio. Experts warn that outdated, non-sustainable buildings are in danger of becoming unlettable. Sustainable investment is popular …

In 2017, Joof Verhees, senior client advisor and former board member at Van Lanschot Kempen, was asked if he wanted to become team manager of the Dutch national field hockey team. Up to and including the Tokyo Olympics, Verhees was responsible for the ins …

“As corporate profits are rising much faster than expected, high valuations in the equity market are falling fast. Equities therefore remain attractive,” said Natasha Ebtehadj, global equities portfolio manager at Columbia Threadneedle, in a recent …

In 2008, the ECB changed its approach to a “full allotment” system. "Those apparently meaningless words explain why the savings interest rate is currently zero percent. It is also a benchmark to watch for when the savings interest will rise again. That is …

Where growth stocks won the "battle" of value stocks for many years, value stocks recovered well late last year. Although growth stocks have recently regained ground, several fund houses are still expecting a continuation of the rally by value stocks. T. …

“The relative performance of emerging markets versus developed markets is in cycles. At the moment we are in a downward cycle. Today almost everyone is negative, but certainly in China there are companies with huge cash flows that are very innovative and …

Yield strategies during low interest rate

CSSF finds fund liquidity gaps during Covid

ESMA warns of market correction

Study: strong positive correlation - Fondsnieuws coverage/market performance

Non-sustainable real estate becoming stranded asset

Sports & Investments: Orange manager Joof Verhees (VLK)

Columbia Threadneedle: no worries on record stock prices

Book: ECB should write off debt, transfer budgetary sovereignty to EU

Fund houses are still betting on value stocks

Econopolis: Emerging markets stockpicking in can work well