Expert Investor Belgium II – Photo Gallery
Here you can see a selection of photos from Expert Investor Belgium II, held on the 24th of November at the Amigo Hotel.
FRENELUX
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Be contrarian in the face of Trump uncertainty
Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.
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Photo Gallery – Expert Investor Netherlands Q4 2016
Here you can see a selection of photos taken at Expert Investor Netherlands, held in Amsterdam on 1 November 2016.
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Absolute return provides a false sense of security – Frank Reisbol
Many investors invest in absolute return funds to reduce correlations with equity and bond markets. In this video interview, Frank Reisbol, managing director of Banque Carnegie Luxembourg, argues these investors are fooling themselves.
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Frank Reisbol on absolute return – Part 2 of 2
In part two of this video interview, Frank Reisbol reveals what an alternative Ucits strategy needs to pass his strict litmus test.
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Absolute return enthusiasm fades with Belgian fund buyers
Belgian investors have been eagerly buying absolute return funds for a couple of years now, but their appetite has taken a hit as returns have been outright disappointing.
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Photo Gallery – Alternative Ucits Congress
Here you can see a selection of photos taken at the Expert Investor Alternative Ucits Congress, held in Noordwijk, the Netherlands, on 13-14 October 2016.
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Should you make liquidity concessions to your bond portfolio? – Part 3 of 3
Is accepting a bit more volatility enough to sustain long-term fixed income returns, or should investors also make concessions on liquidity?
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Future-proof your fixed income portfolios – Part 1 of 3
Everywhere in Europe, investors are having to rethink their strategic fixed income allocation as bond yields keep hitting new lows. When Expert Investor visited Amsterdam recently, we brought together three local wealth managers and an industry consultant to discuss how they take on this challenge.
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Dutch pension funds take lead in ESG
Three quarters of pension funds in the Netherlands now have an ESG policy, up from just 45% in 2013, according to a study by pensions regulator DNB (De Nederlandsche Bank).
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Schroder ISF QEP Global Quality – Freddy van Mulligen’s favourite
Freddy van Mulligen, who is in charge of external manager selection at Achmea Investment Management in the Netherlands, is a dedicated factor investor. For the quality bucket of his equity portfolio, he relies on the Schroder ISF QEP Global Quality fund.
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France, Germany and Italy fighting EU-wide ban on commission
France, Germany and Italy are fighting against introducing a complete ban on commission in their financial services industries despite pressure from the EU, according to Michael Lodhi, chairman of Luxembourg-based Spectrum IFA Group.