The debate between value and growth is pointless, says Guy Lerminiaux, CIO of Degroof Petercam Asset Management. ‘This is not a productive debate. You have to look at it on a company-by-company basis. In every sector you find winners and losers.’ …

Investors will face tough challenges in the coming years, according to Pimco. While volatility will remain high due to the presence of numerous potential 'disruptors', return prospects have never been lower. Where investors enjoyed high returns and little …

Foreign investors and central banks will continue increasing their allocation to Chinese government bonds. They offer a relatively high yield and are a safe investment, says Freddy Wong, head of Fixed Income Asia-Pacific at Invesco. While China has been …

On-going high-level talk about reform of AIFMD and UCITS is generating nervousness in the European asset management industry. Was the 18 August letter on this topic from ESMA to the European Commission really about seeking to promote efficiency, or is it …

Sustainability will be the starting point for Quintet’s discretionary mandates, says James Purcell (photo), the new head of sustainable management at Quintet Group, in an interview with Investment Officer. Purcell joined Quintet in March 2020 and is based …

External valuations of retail properties are unreliable. Our models indicate considerably lower prices and therefore much higher debt ratios, says real estate specialist of Egbert Nijmeijer of Kempen Capital Management. Retail property has been hit hard …

Après le redémarrage de l’activité, les sociétés financières luxembourgeoises ont globalement gardé les pratiques qu’elles avaient instaurées durant le confinement. Si celles-ci sont désormais bien ancrées dans les esprits et dans les organisations, des …

The prices of European banking stocks have fallen to their lowest level in more than 30 years. The banks are weighing on a further recovery of the European indices, which have too few 'asset light' business models. Until 30 September, the return of the …

The weakening dollar has been a boon for emerging market debt in recent months. Spreads have narrowed and inflows quickly turned positive again. However, investors seem to already be looking for the exit again. ‘Our data show that a big risk-off is …

Working from home has started to negatively affect productivity, according to Olivier Coekelbergs, the new Country Managing Partner of EY Luxembourg. He tells Investment Officer’s Stephen Evans how he is seeking to address this. ‘Companies are having …

‘Growth/value debate is pointless’

Pimco: more volatility, less return

‘No need to worry about Chinese debt’

AIFMD & UCITS reform cloaked in Brexit fog

Quintet: sustainability ‘starting point’ of discretionary mandates

'Shopping centre valuations are 30-40% too high'

Déconfinement – Entre normalité et répits

Analysis: value traps hold back European equity recovery

Is the tide turning again for emerging markets?

EY: Teleworking is damaging productivity