How to select the best cash cows
Didier Rabattu, Head of Equities at Lombard Odier IM, explains what aspects he takes into account when looking for the best cash-generating companies.
FRENELUX
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There is value in European equities
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
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M&G shifts four funds to Luxembourg over Brexit fears
M&G is transferring four UK-domiciled open-ended funds to its Luxembourg platform over fear and uncertainty surrounding the UK’s exit from the European Union.
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Investors remain hungry for value stocks
European value stocks have been in high demand with investors, who are banking on a sustained macroeconomic resurgence in the eurozone. And their enthusiasm for ‘cheap’ stocks shows no signs of abating.
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Expert Investor Luxembourg June 2017 – Photo Gallery
Here are pictures taken during the successful Expert Investor Luxembourg seminar, held on 13 June 2017 at Le Royal.
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Trump’s Paris exit throws up problems for ESG bond managers
US president Donald Trump’s decision to withdraw from the Paris Climate Agreement may result in securities issued by the US government becoming ineligible for ESG investors, experts say. But ESG fund managers are reluctant to disengage.
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Sébastien Saba – the boutique man
Sébastien Saba, head of fund selection at Meeschaert family office Belgium, reveals why he is generally unmoved by volatility, and explains his preference for boutique funds.
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Interview – Freddy van Mulligen’s smart choices
Factor investing has many advantages, says Freddy van Mulligen, head of equity and fixed income manager selection at the Dutch institutional money manager. But he still can’t do without active managers.
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BNP Paribas rebrands and targets three key markets
BNP Paribas Investment Partners is targeting Germany, China and the US as the three key markets where it can accelerate sales growth significantly. The company is also changing its name.
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DZ PRIVATBANK’s Willi Oberbeck on the merits of absolute return funds
Willi Oberbeck, a fund selector at DZ PRIVATBANK, tells why he already started using alternative Ucits funds more than six years ago, long before demand for absolute returns started to really heat up.
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Luxembourg’s fund buyers swap US for Europe index trackers
Fund buyers in Luxembourg are reducing exposure to expensive US equities and are increasing their allocation to Europe. They have a preference for index trackers.
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ANALYSIS: What to expect from Macronomics
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.