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Date
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December 9, 2020
Asset Allocation,Investing

‘2021: a great year for equities and commodities’

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 …
December 8, 2020
Asset Allocation,Investing

US high yield: opportunities in reopening trades and rising stars

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, …
December 6, 2020
Asset Allocation,Investing

Janus Henderson: inflation of up to 5% in 2021

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 …
December 3, 2020
Asset Allocation,Investing

Is a residential property bubble building in Luxembourg?

The price of an average house in Luxembourg has now risen well above €1m, making the Grand Duchy Europe’s second-most expensive housing market after Monaco. The regulators have just announced plans to impose tough minimum deposit requirements on new …
December 2, 2020
Asset Allocation,Investing

‘Only core office space still has a future’

Many people will continue to work partly from home until after the pandemic is over. This reduces demand for office space. At the same time, however, the function of offices is changing. This means office space will continue to be in demand, and mainly at …
December 1, 2020
Private Banks

Goldman Sachs opens Luxembourg branch

Goldman Sachs has registered a new banking entity in Luxembourg this November. The new entity, a branch from Goldman Sachs Bank Europe in Frankfurt, will support the bank's European business across the private banking, investment, and wealth management …
December 1, 2020
Asset Allocation,Investing

Lombard Odier: 10 investment ideas for 2021

It’s outlook time: asset manager are presenting their investment outlooks for 2021. Lombard Odier’s Chief Investment Officer Stéphane Monier (photo) makes it concrete by listing the institution's 10 most important investment convictions and ideas for next …
November 30, 2020
Asset Allocation,Investing

‘Value outperformance is only just beginning’

The expected returns on US value stocks are attractive compared to growth stocks. As a coronavirus vaccine is now around the corner, the global economy will pick up next year. This will be supportive for long-term outperformance of value stocks, according …
November 27, 2020
Asset Allocation

‘EU should launch pandemic bonds to deal with health emergency’

A solution must be found at the European level to deal with the costs of extreme health risks such as a pandemic. This can be done by launching bond-like products that can be sold to institutional investors. This is the conclusion of a paper written by …
November 26, 2020

Investment Officer has a new look

Investment Officer has received a make-over. Its aim is to provide users with a better overview and better arrangement of articles and sections on the website. Investment Officer in Belgium and Luxembourg and Fondsnieuws in the Netherlands are part of the …