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January 6, 2022
All sectors will play part in climate change challenge
La Financière de l’Echiquier’s climate impact fund has just celebrated its first anniversary. It is…
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Investing
January 4, 2022
Economist's view: five lessons from 2021
The nice thing about the investment profession is that creativity is more important than striving…
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Investing
January 4, 2022
Top 5 Energy stocks: Schroders in the lead
Energy sector equities are having a good year. In recent years, however, investors in the sector…
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Investing
January 3, 2022
Economist's view: what does sustainability cost?
2021 was the third year in a row where sustainable investors outperformed non-sustainable investors…
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Asset Allocation
December 28, 2021
Infrastructure has become a must
Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are…
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Investing
December 27, 2021
Inflation exceeding 10%
“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square…
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Investing
December 22, 2021
2021, can we settle the score?
Traditionally, the first outlooks for the coming year trickle in from September onwards. With…
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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…
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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…
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Investing
December 15, 2021
Nagelmackers: European property remains excellent diversifier
Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still…
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Expert Panel
Morningstar: Candriam versus Robeco in global high yield bonds
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Vive la France!
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The great wealth transfer: how Banque de Luxembourg builds continuity
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Why water investments are struggling
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Transfers
Transfers: Debevoise adds Aroutiunian as funds partner
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