Thomas De fauw

Asset Allocation
November 11, 2020

Outperformance without big tech? It’s possible!

In recent years it has been impossible for global equity funds to beat the index without a…
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Asset Allocation
November 10, 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008 financial crisis? Was it BNP closing its money…
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Asset Allocation
November 9, 2020

Covid-19 vaccine: has the value rotation arrived?

Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday prompted double digit…
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Asset Allocation
November 8, 2020

Hydrogen – the next frontier for energy investors

Hydrogen will play a key role in the energy transition and will therefore offer plenty of…
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November 5, 2020

ILA: companies should prepare for EU regulation on corporate governance

Is the European Commission planning to regulate European corporate governance practices? Last week…
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Asset Allocation
November 4, 2020

Asset managers: neck and neck election race ‘worst possible outcome’

The too-close-to-call race in the US presidential elections is the worst possible outcome for…
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Asset Allocation
November 3, 2020

‘Investors can benefit from Chinese switch to gas'

Investors in Asia cannot ignore the large technology stocks, according to David Raper, manager of…
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Asset Allocation
November 2, 2020

‘Biden victory will lead to value rotation’

A victory of Joe Biden in the US presidential election will bring an end to the dominance Wall…
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October 30, 2020

Sustainable fund inflows continue rise

European sustainable funds attracted inflows of €52.6 billion in the third quarter of 2020, bringing…
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October 29, 2020

Commission to announce ‘six-point plan’ on ESG

What will come next from the EU after the green taxonomy, SFDR and green labelling? Martin Spolc…
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October 28, 2020

Alfi - Lack of data main challenge for SFDR implementation

The lack of available data on company-level will be the main challenge for asset managers to deal…
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Asset Allocation
October 27, 2020

‘45% of investors’ active equity risk not rewarded’

An average of 45% of active equity risk taken by institutional investors can be regarded as…
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October 26, 2020

Trump speeds up war on ESG

The US government wants to push a law through Congress that will make it more difficult for pension…
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October 25, 2020

CSSF urges full return to teleworking

The CSSF is urging all financial sector workers to again work from home wherever possible. The new…
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