Erik Breen

Asset Allocation
October 13, 2020

Pimco: more volatility, less return

Investors will face tough challenges in the coming years, according to Pimco. While volatility will…
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Asset Allocation
October 12, 2020

‘No need to worry about Chinese debt’

Foreign investors and central banks will continue increasing their allocation to Chinese government…
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October 9, 2020

AIFMD & UCITS reform cloaked in Brexit fog

On-going high-level talk about reform of AIFMD and UCITS is generating nervousness in the European…
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Private Banks
October 8, 2020

Quintet: sustainability ‘starting point’ of discretionary mandates

Sustainability will be the starting point for Quintet’s discretionary mandates, says James Purcell…
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Asset Allocation
October 7, 2020

'Shopping centre valuations are 30-40% too high'

External valuations of retail properties are unreliable. Our models indicate considerably lower…
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October 6, 2020

Déconfinement – Entre normalité et répits

Après le redémarrage de l’activité, les sociétés financières luxembourgeoises ont globalement gardé…
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Asset Allocation
October 5, 2020

 Analysis: value traps hold back European equity recovery

The prices of European banking stocks have fallen to their lowest level in more than 30 years. The…
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Asset Allocation
October 2, 2020

Is the tide turning again for emerging markets?

The weakening dollar has been a boon for emerging market debt in recent months. Spreads have…
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October 1, 2020

EY: Teleworking is damaging productivity

Working from home has started to negatively affect productivity, according to Olivier Coekelbergs…
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September 30, 2020

Luxembourg fund assets back at pre-Covid levels

Assets in Luxembourg-domiciled UCIs reached their highest level since January, according to figures…
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Asset Allocation
September 29, 2020

Robeco: from risk-free returns to return-free risks

Investors should increase risk as some traditional safe havens are losing their shine, Robeco says…
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Asset Allocation
September 28, 2020

'Global equities have 75% upside potential'

Global equities can rise by up to 75% over the next five years driven by profit growth, according to…
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Private Banks
September 25, 2020

Banks focus innovation efforts on customer experience

European banks are focusing their innovation efforts on customer experience, a study by PwC…
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Asset Servicing
September 24, 2020

The long road to a unified EU payments market

The creation of a single European electronic payments market is possible, but may be five to ten…
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