2557 résultats pour ""
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1 septembre 2020
Répartition des actifs,Investissement

« L'épargnant est de nouveau perdant : achetez des actifs réels ! »

Jeudi dernier, la Fed a opéré un important revirement de sa politique monétaire : un taux d'inflation moyen de 2 % est désormais l'objectif visé. Cela change énormément la donne pour les investisseurs et les allocateurs d'actifs, déclare Philippe Gijsels, …
28 août 2020
Asset Managers

Nordea Emerging Stars emerges unscathed from corona crisis

The Nordea Emerging Starts Fund has managed to achieve a year-to-date return of more than 12% this year. This contrasts strongly with the -5% return of the MSCI Emerging Markets Net Return Index (USD), the fund's reference index. The fund’s manager …
27 août 2020

Un 'everything bubble' ?

Les bulles sur les marchés financiers sont assez concentrées, écrivions-nous récemment. Cependant, de plus en plus de segments indiquent une surchauffe. Les obligations d'État, en revanche, sont en désaccord total avec les marchés actions.  Un exemple …
25 août 2020
Répartition des actifs,Investissement

Dividend pay-outs fall by almost a quarter

Dividend payments fell by a record 22% in the second quarter, hitting their lowest level in eight years, according to the latest Global Dividend Index from Janus Henderson Investors. Europe and the UK were the worst affected regions. Back in May , the …
24 août 2020

"La pandémie n’a affecté les stratégies basées sur le vieillissement"

En dépit d’une pandémie mondiale qui a principalement touché les classes les plus âgées et fragiles de la population, Rothschild Asset Management continue de croire dans sa stratégie R-co Thematic Silver Plus, qui vient de fêter ses dix années …
6 août 2020
Asset Managers

'DAX benefits from pro-active German Covid-19 approach’

The German DAX Index has recovered remarkably quickly from the corona slump. Moreover, it’s the best-performing equity market in Europe this year. Germany is benefiting from its pro-active corona approach and the pick-up in economic activity in China, its …
6 août 2020
Opinion

It's the dollar, stupid!

Central banks and governments around the world are once again engaged in a 'currency devaluation' contest. The US dollar has been on a sharp downward trend in recent weeks. This has had a significant impact on financial and real assets. The chart below, …
3 août 2020
Actualités

Finance industry excluded from Covid-19 benefits

Financial and insurance businesses in Luxembourg have been denied access to the Covid-19 partial unemployment aid. They are also ineligible for the new package to support the economic recovery. When Luxembourg implemented partial unemployment on 18 March …
1 août 2020
Administration d’actifs

Research: robo advisers yet to make breakthrough

The investment industry's high expectations of robo advice and the use of blockchain technology have not yet been met. For now, robo advisers have failed to make a decisive breakthrough, according to research by the CFA Institute among more than 250 of …
30 juillet 2020
Répartition des actifs,Investissement

Big tech wins big in crisis

I n mid-July, Bloomberg published a revealing, or if you wish, shocking message: a list of the fifteen ultimate corona crisis stock market winners. The top-10 consists of ten men, almost all of them 50+ and almost all of them are American. The world’s …