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overview.news
Répartition des actifs
16 avril 2020
‘Recession creates entry opportunities for private equity’
The real impact of the corona crisis on private equity valuations has yet to become visible, but it…
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Répartition des actifs
16 avril 2020
BlackRock advises: Sell US Treasuries
The Federal Reserve is by far the largest single owner of US government bonds. If the Fed continues…
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Répartition des actifs
15 avril 2020
BNP Paribas expects V-shaped recovery
A study of bear markets shows that in 70 percent of the cases stock markets fell back to a new low…
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Banques privées
9 avril 2020
The future of wealth advice? A Netflix-like platform
A Netflix-like environment that provides access to advice that is data-driven, personalized…
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Répartition des actifs
9 avril 2020
‘Buyback suspensions increase US market volatility’
Market volatility will increase as a result of a decline in share buybacks and lower earnings growth…
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Nominations
8 avril 2020
Allfunds hires Stéphane Corsaletti for Lux office
Stéphane Corsaletti is the new Chief Investment Officer of fund distribution platform Allfunds. The…
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Répartition des actifs
6 avril 2020
Did ETFs really pass the bear market test?
ETFs have remained open for business during the coronacrisis, while credit markets were largely…
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Répartition des actifs
3 avril 2020
Coronacrisis reinforces trends in real estate
The coronacrisis has hit the real estate sector hard. Much of the damage could prove to be permanent…
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Répartition des actifs
1 avril 2020
Fund managers fear more dividend cuts
Fund managers expect more companies to cut their dividends, following the example set by banks…
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Répartition des actifs
26 mars 2020
'Risk assets are on the rise, but recession is still to hit'
Following Christine Lagarde’s earlier ‘rookie error’, the newest ECB stimulus package did not come…
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Interview de fonds
L’ancienne équipe de Kempen en quête d’aventure chez Lightrock
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Répartition des actifs
AI brings new clarity to bond market liquidity forecasting
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Nominations
Transfers: Atenor, M&G, Ares, Mandatum, Lombard Odier, AXA
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Opinion
Investissement : ce que l’IA peut (et ne peut pas) faire
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Opinion
Your house won't fund the future
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