L'or augmente discrètement, mais de nombreux observateurs du marché restent sceptiques face à ce ‘stealth bull market’, qui a tout de même débuté dès 2001. Cela est principalement dû au fait qu'ils partent du principe que l'or ne peut être valorisé. Quod …

Skagen Global remains an outlier among global equity funds. The fund shuns most big American technology stocks. ‘The valuations are still unjustifiable for us,' says manager Knut Gezelius who, despite this underweight to big tech, still managed to beat …

Annual general meetings moving online is an example of how the coronavirus could change the way businesses function. The Institut Luxembourgeois des Administrateurs (ILA), the country’s director’s association, saw a 20% increase in participation after …

Due to a sustained period of underperformance, investors are increasingly questioning the validity of factor investing. Georg Elsaesser, Portfolio Manager Quantitative Investment at Invesco, has a simple explanation for the underperformance, and is not …

Vanguard and UBS have launched ESG funds, taking advantage of the increased popularity of sustainable investing in the wake of the coronavirus pandemic. Orchard Capital Management, by contrast, sees the deep unpopularity of value stocks as the perfect …

Despite the profound economic shock that continues to play out, global investors in private assets appear to be quietly confident that this is a major but temporary setback. Two players in Luxembourg's financial sector share this cautious optimism as they …

The performance gap between East Asia and other emerging markets has never been greater than in the first five months of 2020. At first sight, the cause looks obvious: coronavirus. But in the background there is a different dynamic at play. Ironically, …

Whereas European equity funds suffered substantial outflows during the coronavirus crisis, their ESG counterparts held up much better. Moreover, the assets under management are now higher than at the start of the year. This is partly due to the arrival of …

The coronavirus outbreak has shown the need for more granular ESG data. However, such data are still difficult to collect as they are often not disclosed by companies. This needs to change fast in anticipation of upcoming EU rules, said participants in a …

Contrary to the predictions of some that the pandemic will see a pull-back from globalisation, Jurgen Vanhoenacker , who heads the Sales and Wealth Structuring teams at Lombard International Assurance in Luxembourg, sees no signs of a reduced appetite for …

L'or: valorisable ou relique barbare ?

Skagen Global: Outperformance despite tech underweight

‘Virus to drive AGM reform’

Why factor investing keeps disappointing

ESG and value funds launched in wake of pandemic

Is private asset optimism justified?

Coronavirus leads to EM of two paces

Investors flock to outperforming ESG funds

‘Pandemic increases need for ESG disclosure’

Covid-19 won't change UHNWI behaviour: Lombard’s Vanhoenacker