Erik Breen

Charlotte Chopping, Clifford Chance
Laws and Regulations
December 9, 2021

ALFI: Industry pleased with limited AIFMD reform proposals

The reaction to recent European Commission proposals for AIFMD II reform from Luxembourg finance…
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Balanced portfolio 
Opinion
December 9, 2021

Economist's view: balanced portfolio does not protect now

Since the 1980s, a balanced portfolio has been a great alternative to a full – highly offensive –…
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Anton Brender and Florence Pisani, Candriam
Asset Allocation
December 8, 2021

Candriam expects inflation to cool slowly in 2022

The current inflation surge is similar to the one after World War II. It then took two years for…
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Bill Street, Quintet
Investing
December 8, 2021

Lehman collapse does not apply

Quintet Private Bank has become more positive on Asia, both strategically and tactically. In the…
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Guido Baltussen, Robeco
Investing
December 7, 2021

Momentum, value and beta already existed in 1866

For five years, a group of students from Erasmus University in combination with three Robeco…
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Philippe Gijsels and Koen De Leus, BNP Paribas
Asset Allocation
December 7, 2021

Real assets still the place to be

Real assets like stocks and real estate are expensive but remain a way to maintain purchasing power…
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Tower of Babel, Breughel 
Asset Managers
December 6, 2021

Analysis: is EU now the turtle of sustainability?

Just a few weeks after the UN climate conference COP26 in Glasgow, one of the European Commission’s…
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Saxo Outragious predictions, source: Saxo
Investing
December 6, 2021

Saxo's crazy predictions for 2022

Saxo’s traditional “Outrageous predictions” for 2021 were right on target, suggesting an extreme…
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Prof. Gertjan Verdickt of KU Leuven
Opinion
December 3, 2021

Is the judgment of Paris (1976) on US vs. French wine relevant?

The wine world was taken by surprise in 1976: Steven Spurrier, the British wine merchant, had a jury…
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Olivier Colsoul, Nagelmackers
Investing
December 3, 2021

AG Insurance: economy continues to normalise

The base case for AG is one of “normalisation of the economy”, moving from a recovering economy to…
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Emmanuel Gutton, ALFI
Investing
December 2, 2021

ALFI: Luxembourg real estate investment sector shows resilience, strong growth

Luxembourg’s real estate investment sector has recovered strongly from the economic slowdowns caused…
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Sergio Venti, Pictet Asset Services
Investing
December 2, 2021

Luxembourg’s early green investing lead

Luxembourg is by far the leading EU domicile for environmental funds, according to a new report by…
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Arun Singhal, Qontigo
Asset Managers
December 2, 2021

Qontigo: the builder of more than ten thousand indices

Qontigo has already built more than ten thousand indices, commissioned by asset owners such as APG…
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Ivo Arnold, Erasmus University
Investing
December 1, 2021

Impending US default puts markets on edge

US politicians will have to raise the debt ceiling again on 15 December to avert the first ever…
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