Investissement

Pictet Asset Management has an office on the Kirchberg Plateau in Luxembourg. Photo: IO
Répartition des actifs
6 février 2024

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global…
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Guy Wagner, BLI
Investissement
5 février 2024

BLI’s Wagner: Recession still possible despite optimism

Amid widespread cautionary optimism, some economists say the global economy is still at risk of a…
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Jeroen Blokland
Investissement
5 février 2024

Is it really different this time?

I’ve got to say, I’m usually skeptical of the phrase ” This time is different.” More often than not…
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CSSF seen drafting EU best practice for handling NAV errors 
Asset Managers
5 février 2024

CSSF: Luxembourg funds, at €5.285 bln, back to growth

Luxembourg funds continued their recovery from a slight decline in October 2023 by amounting at year…
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Harvey Schwarz, CEO of The Carlyle Group.
Asset Managers
2 février 2024

Carlyle bites back in debate over risks in private credit

The Bank of England (BoE) this week reiterated its concerns about the risks of higher interest rates…
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Iris van der Looij, InsingerGilissen.
Banques privées
1 février 2024

Quintet’s InsingerGilissen sees scope to take a bit more risk

In an uncertain geopolitical and macroeconomic environment, Iris van de Looij has recently taken…
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Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors.
Asset Managers
31 janvier 2024

« Pas de signes d’un ralentissement de l’inflation en Europe »

Franck Dixmier (Allianz GI) s’attend à une détente monétaire plus rapide aux États-Unis, car l…
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Investissement
31 janvier 2024

ECB Watch: A turbulent 25th anniversary

What an extraordinary month the first month of this year proved to be for the European Central Bank…
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Amundi
Actualités
24 janvier 2024

Demographics, tech lead to ‘profound’ shift in sector

Digital investment channels are no longer just the domain of the young or tech-savvy, but are…
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The ECB in Frankfurt opened an Andy Warhol exhibition this month. Photo: ECB.
Répartition des actifs
24 janvier 2024

‘Fixed income portfolios now require a tactical approach’

Fixed income portfolios are likely to face a more complex and volatile environment, as the rate…
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De Towa Maru, een VLCC supertanker van de Japanse reder NYK, vaart momenteel voor de westkust van Afrika. Foto: NYK.
Investissement

JP Morgan a perdu ses repères sur le marché pétrolier

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Han Dieperink
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Peu d’attentes, grande surprise ?

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« La croissance des bénéfices du S&P 500 est moins forte que ne le suggèrent les chiffres »

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Opinion

Le prix d’une insulte

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Panel d'experts

Morningstar – fonds multistratégies : AQR et Man Group

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