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Max Severijns
Asset Allocation
September 3, 2021
Yield strategies during low interest rate
Accommodative central bank policy, an ageing Europe and the exorbitant increase in debts make…
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Asset Managers
August 31, 2021
Sports & Investments: Orange manager Joof Verhees (VLK)
In 2017, Joof Verhees, senior client advisor and former board member at Van Lanschot Kempen, was…
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Investing
August 30, 2021
Book: ECB should write off debt, transfer budgetary sovereignty to EU
In 2008, the ECB changed its approach to a “full allotment” system. “Those apparently meaningless…
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Investing
August 19, 2021
Wrong SFDR label gets you bad press
To increase the range of responsible and sustainable solutions available to investors, Invesco…
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Asset Managers
August 18, 2021
No greenwashing at Auréus's new blue chip fund
In April this year, Auréus launched the Equities Blue Chips fund. The fund is in Morningstar’s…
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Asset Allocation
August 17, 2021
Tech investors must keep their cynicism
Emerging companies in the technology sector are often heavily overestimated, according to tech…
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Asset Managers
August 11, 2021
AXA sees no problem with low interest rates
The bond market is in the doldrums. The value of the world’s negative yielding debt has risen to…
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Asset Managers
July 27, 2021
Long-term trend plays through expensive stocks
“If you want to identify long-term trends, you would do well to select mainly companies that are…
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Investing
July 13, 2021
ETFs are on their way to becoming the mother of all records
All indications are that 2021 will be an unprecedented record year for equity ETFs. In the first six…
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Asset Managers
July 12, 2021
Inflation no longer driving market corrections
BlackRock calls the new status quo in the global economy ‘New Nominal’. “The ’New Nominal’ is the…
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Asset Managers
July 9, 2021
Analysts at a loss: ECB is “extremely vague”
Equity markets in Europe fell sharply on Thursday. It was even the worst trading day of the year…
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Asset Managers
July 6, 2021
EFAMA: ESG funds remain the trend in ‘resilient’ Europe
Despite the huge cost in terms of human lives and economic damage of the corona crisis, European…
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Investing
June 22, 2021
Efama: Q1 funds net inflow exceeds 1 trillion
The net inflow of investment funds in the world exceeded EUR 1 trillion in a single quarter for the…
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Asset Managers
June 11, 2021
GaveKal: chips, scarce now, soon overcapacity
Can you imagine it? The chip industry that will suffer the same fate as the steel industry, namely…
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