News

David Bouchoucha, BNP Paribas AM 
Asset Managers
December 21, 2021

Spreads on smaller SME loans still attractive

As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However…
Read more
Vincent Juvyns, JP Morgan
Asset Managers
December 20, 2021

JPMorgan AM: equities are a good inflation hedge

In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities…
Read more
Christine Lagarde, ECB 
Asset Managers
December 20, 2021

Analysts guess at ECB policy direction

It was the week of the central banks. The Bank of England raised interest rates by 15 basis points…
Read more
Trading floor, Wall Street
Asset Managers
December 20, 2021

Is a recession on the way?

The yield curves on the global bond markets flattened dramatically during the second half of October…
Read more
Robert Reich, economist & author
Asset Managers
December 17, 2021

Weak competition law enforcement drives inflation

The business outlook for next year is characterised by concerns about inflation. Is it a temporary…
Read more
Jérôme Van Der Bruggen, Bank Degroof Petercam
Investing
December 17, 2021

Large-scale investment plans give new impetus to equities

European equities are very attractive right now with a risk premium of around 7 per cent. To…
Read more
Chinese children 
Opinion
December 17, 2021

Economist's view: the importance of China in the portfolio

While browsing through all the predictions for next year, I noticed that hardly anyone dares to put…
Read more
Marcus Peter, GSK Stockmann Luxembourg
Asset Managers
December 16, 2021

Hopes for an ELTIF breakthrough

Quiet optimism in the Luxembourg fund industry suggests that proposed tweaks to the ELTIF regime…
Read more
Hendrik Leber, ACATIS
Asset Managers
December 15, 2021

This fund is not for people who lie awake

With a return of 46 per cent year-to-date, the ACATIS Datini Valueflex is on a roll this year. The…
Read more
Pascale Nachtergaele, Nagelmackers
Investing
December 15, 2021

Nagelmackers: European property remains excellent diversifier

Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still…
Read more

Most recent

Pexels-Joel Alencar-slackline
Expert Panel

Morningstar: DWS vs. Flossbach von Storch in flexible allocation funds

Read more
Florence Forster, partner at Linklaters Luxembourg. Photo: Linklaters.
Transfers

Transfers: Linklaters, M&G, Triodos, Flow, Goldman Sachs

Read more
Market data on display. Image via Wikimedia.
Asset Allocation

Blackrock tops fund inflows in Q1 as Aberdeen and Eurizon retreat

Read more
Illustration generated by AI using OpenAI’s DALL·E, based on Morningstar ESG fund naming data (2025).
Asset Allocation

ESG investing retreats in language, not in portfolios

Read more
Maud Reinalter, CIO Belfius Asset Management
Asset Managers

Belfius closes JP Morgan sub-fund due to performance and lack of interest

Read more