Opinion

Martin Groos, Member of the Management Board Universal Investment Luxembourg
Opinion
17 novembre 2022

Forward looking ESG analysis is key for creating trust 

With the prominent focus on ESG, asset managers find themselves in a challenging position: On the…
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Justin de Ridder, Nectar
Opinion
14 novembre 2022

The housing market crisis is in full swing in some places

Although inflation has made its comeback in Western economies after decades of oblivion (the great…
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Jeroen Blokland
Investissement
7 novembre 2022

Graph of the week: Inverted yield curve? Don't panic

As might be expected, the US 10-year - 3-month yield curve has also turned negative. This inversion…
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Raymond Frenken, editorial manager of Investment Officer Luxembourg.
Opinion
4 novembre 2022

In Flux: It’s like we lost Taiwan, or Canada

The data leaves no doubt about it. This year is a tough one for investors everywhere. It’s very…
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Opinion
28 octobre 2022

Enough to drive you crazy

In an earlier column here I defended Liz Truss andI expressed support not so much for the content of…
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Jeroen Blokland
Investissement
24 octobre 2022

Chart of the week: inflation drives lower, not higher profits

Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Han Dieperink
Investissement
20 octobre 2022

The effect of inflation on corporate earnings 

The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
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In-house valuation teams add value to AIFM clients
Opinion
17 octobre 2022

In-house valuation teams add value to AIFM clients

In-house valuation teams, with experts for every asset class, will become a standard feature among…
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Jeroen Blokland
Investissement
17 octobre 2022

Chart of the Week: What’s in store for bonds

The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Jeroen Blokland
Opinion
10 octobre 2022

Chart of the Week: Is Credit Suisse a systemic risk?

European financials are in the spotlight again. And once again, it is not because of anything good…
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Plus récent

Frankfurt, photo by Matthias Münning on Unsplash
Secteur

Pourquoi les banques privées allemandes sont-elles à la traîne sur un marché d’actifs en pleine expansion ?

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The Luxembourg team at Norman K: Nicolas Mayer and Nicolas l'Hermitte (right). Photo: Norman K.
Banques privées

Le Luxembourg, pivot de la recomposition de la banque privée européenne

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Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
Répartition des actifs

Le retour de Donald Trump à Davos marque une nouvelle ère de démondialisation

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Jeroen Blokland
Opinion

Le graphique que les investisseurs préféreraient ne pas voir

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South Korean memory chip maker SK Hynix saw its shares surge 275 percent last year. Photo: SK Hynix.
Investissement

Morningstar – actions émergentes mondiales : Cullen et Robeco

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