Erik Breen

Anthony Payne, Pergrine consultancy
Asset Managers
December 15, 2021

Rebranding problems due to consolidation

The ongoing, rapid consolidation in asset management is exposing problems around rebranding….
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John Bailer, Newton Investment Management
Asset Managers
December 14, 2021

Value renaissance finally on way

I t takes a lot of guts to come up with the proposition that this is the moment to shift the…
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Sylvester Eijffinger, Tilburg University
Asset Managers
December 13, 2021

Cryptos, highly undesirable alternative liquidity

Cryptocurrencies are causing the European Central Bank increasing concern. This exotic market…
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Pierre Lamelin, Comgest Growth Europe fund
Asset Allocation
December 13, 2021

Comgest: value and growth are not incompatible

Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding value in growth…
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Mark L. Casey, Capital Group
Asset Managers
December 10, 2021

The bear case on blockchain

In the Luxembourg financial and innovation sectors, blockchain is often discussed a key element in…
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Moonlight
Investing
December 10, 2021

Top 5 fund liquidations: a look at the investment funds graveyard

Every year, thousands of new investment funds see the light of day. A catchy name, an attractive…
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Charlotte Chopping, Clifford Chance
Laws and Regulations
December 9, 2021

ALFI: Industry pleased with limited AIFMD reform proposals

The reaction to recent European Commission proposals for AIFMD II reform from Luxembourg finance…
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Balanced portfolio 
Opinion
December 9, 2021

Economist's view: balanced portfolio does not protect now

Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive –…
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Anton Brender and Florence Pisani, Candriam
Asset Allocation
December 8, 2021

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for…
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Bill Street, Quintet
Investing
December 8, 2021

Lehman collapse does not apply

Quintet Private Bank has become more positive on Asia, both strategically and tactically. In the…
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Guido Baltussen, Robeco
Investing
December 7, 2021

Momentum, value and beta already existed in 1866

For five years, a group of students from Erasmus University in combination with three Robeco…
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Philippe Gijsels and Koen De Leus, BNP Paribas
Asset Allocation
December 7, 2021

Real assets still the place to be

Real assets like stocks and real estate are expensive but remain a way to maintain purchasing power…
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Tower of Babel, Breughel 
Asset Managers
December 6, 2021

Analysis: is EU now the turtle of sustainability?

Just a few weeks after the UN climate conference COP26 in Glasgow, one of the European Commission’s…
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Saxo Outragious predictions, source: Saxo
Investing
December 6, 2021

Saxo's crazy predictions for 2022

Saxo’s traditional “Outrageous predictions” for 2021 were right on target, suggesting an extreme…
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