Markets celebrate Macron victory in French elections
Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied and peripheral bond yields collapsed.
FRENELUX
-
-
ANALYSIS: French elections – prepare for an uncertain outcome
The French presidential elections have turned into a highly unpredictable four-horse race. All four candidates offer radically different visions on the economy, and on France’s place in Europe. But is there a way to prepare for the outcome if the result is still so much up in the air?
-
Specialisation is key to finding alpha, says fund selector
Only being a specialist in one specific area will give absolute return fund managers the edge to extract alpha, believes Lucas Strojny, head of fund selection at Advenis Investment Managers in Paris. And there is one such specialised fund the Frenchman particularly likes.
-
Investors celebrate mainstream victory in Dutch elections
Markets have welcomed the failure of Dutch far-right leader Wilders to make significant gains in yesterday’s elections. The euro was up by more than 1% against the dollar, and peripheral bond spreads narrowed. Has the populist tide now turned?
-
Dutch elections a first gauge of EU populist fever
The Dutch elections on Wednesday are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
-
Are inflation-linkers the right answer to reflation?
Inflation-linked bonds have been a popular trade in recent months, and investors plan to continue buying more as inflation expectations are being revised upwards. But can you really tame the spirits of reflation with inflation-linkers?
-
Interview – Laurent Truchi and his quest for passion
What do you look for in a fund manager? Laurent Truchi of Edmond de Rothschild believes it’s primarily one thing that counts: passion.
-
Distributor interview – François Hullo, BNP Paribas IP
The investment industry has had to cope with many irregular twists and turns in recent years, in the wake of economic crises and geopolitical upsets. BNP Paribas IP’s François Hullo’s job is to try to predict the shape of things to come…
-
Luxembourg-domiciled “scam fund” suspends redemptions
The Columna Commodities Fund, which pretends to invest in “a range of commodity-linked assets”, has suspended redemptions. It claimed this was due to a failure to liquidate two of its investments.
-
Vector Navigator – Bart van de Ven’s favourite fund
Vector Navigator is the name of the global equity fund most close to Bart van de Ven’s heart. It’s a long-standing name in the client portfolios of the Belgian wealth manager Accuro.
-
Expensive US or cheap European stocks? Not an easy choice
European equities are hugely undervalued, says Jan Vergote, head of investment strategy at Belfius Bank. But he still finds ‘expensive’ US equities more attractive on the short term. In this video interview, he reveals why.
-
Belgian investors want UK to stay in EU
Three quarters of Belgian fund buyers want the EU to offer more concessions to the UK to avoid Brexit. However, if a deal can’t be reached they want a hard bargain for Britain.