Fund buyers back 2017’s best asset class
The best performing asset class of the past year will continue to shine in 2018. That’s the fund buyer consensus.
Belgium
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Expert Investor Belgium voting results
At a recent Expert Investor conference in Belgium delegates were ask what assets they thought would best perform over the next 12 months. Here are the results.
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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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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.
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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.
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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.
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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.
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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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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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The commodity bull case revisited
Investors have again started looking at increasing their exposure to commodities this year. However, the asset class has delivered mixed results so far.
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Expert Investor Belgium – Photo Gallery
Here you can see a selection of photos from Expert Investor Brussels, held on the 28th of June at the Sofitel Le Louise.
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Belgian fund buyers: Brexit will cause long-term damage
Belgian fund buyers believe Brexit will have a long-term negative impact on equity or bond prices, or even on both. Fund managers speaking at the Expert Investor Belgium forum are hardly more optimistic.