Erik Breen

Philippe Gijsels, BNP Paribas Fortis
Asset Allocation
September 29, 2021

A value-growth barbell strategy

The 10-year and 30-year US yields are pushing towards the top of their trend channels. These…
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Thomas van der Meij, VLK
Asset Allocation
September 29, 2021

Listed infrastructure as inflation hedge

With listed infrastructure companies passing inflation directly on to their customers, investors can…
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Christine Lagarde, ECB 
Opinion
September 28, 2021

Economic analysis: the start of the tightening cycle

The Federal Reserve, the Bank of England and the ECB have all started to tighten. The Fed thinks…
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Austin Distel, Unsplash
Investing
September 28, 2021

Top 5 UK stocks: Invesco in the lead

Although the UK led the way in the rollout of vaccinations and Brexit was largely overshadowed by…
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Gas transmission, Sakhalin, Russia
Opinion
September 27, 2021

Economic analysis: energy shortage rises vertically

The energy transition is anything but smooth. This week, two energy suppliers went bankrupt in the…
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Sander Bus, Robeco
Investing
September 27, 2021

Junk bonds no longer high yielding

“Due to the search for yield, a “shut up and take my money” sentiment is starting to emerge in the…
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Private Banks
September 24, 2021

Deutsche Bank Belgium: quality research and advice make the difference

Deutsche Bank Belgium aims to position itself as a global player and to expand further in the…
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Guy Wagner, Banque de Luxembourg Investments
Asset Managers
September 23, 2021

BLI’s Guy Wagner sees a second inflation wave risk

Guy Wagner of Banque de Luxembourg Investments believes that Western economies will emerge weakened…
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Tom Walker, Schroders
Investing
September 23, 2021

The future of real estate in data

The pandemic has put the resilience of the big city in the spotlight. The need to protect cities…
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Camille Thommes, ALFI
Asset Managers
September 22, 2021

ALFI announces annual Broadridge Awards at conference

BlackRock, J.P. Morgan Asset Management, Pictet Asset Management and Robeco were announced as the…
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European Union, Brussels
Opinion
September 22, 2021

Comment: SFDR, confusion keeps us grey

Not all European regulations are good. Under the Sustainable Finance Disclosure Regulation (SFDR)…
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Man staring at multiple data screens
Asset Managers
September 22, 2021

Explosion of data both at gatekeeper and asset manager

Managers of active funds, including hedge funds, are under increasing pressure to back up their…
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Maren Stadler-Tjan, Clifford Chance
Asset Managers
September 21, 2021

No impact from new German impact fund regime

A recently-introduced German initiative to make that country a more attractive domicile for…
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Hannah Busing/Unsplash
Asset Managers
September 21, 2021

Oddo BHF Asset Management and Metropole Gestion to merge

Oddo BHF Asset Management and Métropole Gestion announce the acquisition by Oddo BHF Asset…
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