The commodity bull awakens
Although commodities are still being treated with a great deal of suspicion, by taking a long-term view investors could reap the rewards of the consolidation that is already underway in the sector.
Belgium
-
-
Fearful Belgians clutch at Draghi
Belgian fund buyers, once Europe’s most upbeat, have turned negative on most asset classes, and they have been hoarding cash. European equities is the only long-only asset class holding out against the Belgian bearishness.
-
Who predicted January’s market slump?
Dutch and Swedish fund buyers predicted the equity market correction that shook investors in January. Their peers from Denmark and Belgium, however, need to polish their crystal balls.
-
Belgian fund buyers lose their optimism
Not so long ago, Belgian fund selectors were more optimistic about the macroeconomic outlook than any of their peers in Europe. Even more recently, they were Europe’s biggest buyers of both European and US equities. But times have changed.
-
Fund favourites – Eddy Vanwittembergh
The Argonaut Absolute Return Fund, a long/short European equity strategy, is Eddy Vanwittembergh’s favourite fund. He maintains the fund as his largest position in the fund-of-funds he runs at the Belgian wealth management company Merit Capital.
-
Part 2 of 2 – Absolute return funds cannot deliver what they promise, says Van de Ven
In part two of this video interview, Bart van de Ven of Belgian wealth manager Accuro explains why he doesn’t like absolute return funds and why he prefers to keep some cash on the sidelines instead.
-
Part 1 of 2 – “Volatility is not the biggest risk for portfolios”
Bart van de Ven of Belgian wealth manager Accuro has slashed his allocation to bonds, he tells EIE’s Tjibbe Hoekstra in a video interview. He believes investors should accept higher volatility in their portfolios to be able to attain their investment goals.
-
Dutch and Belgians turn away from absolute return
A growing number of fund buyers in the Netherlands and Belgium are turning their backs on absolute return funds. Unconstrained bond funds are not in fashion either.
-
Expert Investor Belgium, September 2015
See below for a slideshow of photos from Expert Investor Belgium, held in Brussels on 24 September 2015.
-
Belgian fund selectors give up on bonds
The vast majority of fund selectors from Belgium expect their bond portfolios to return between 0 and 2% annually over the next 5 years, even though they are adding risk.
-
Investors hoard cash amid market uncertainty
Investors around the world are increasing their cash holdings as the economic slowdown in China threatens to drag the world economy down. According to data from Lipper published today, investors poured in a net $77.7bn (€70.5bn) into money market funds in July. This is more than half the total amount flowing into cash funds in…
-
Tim Peeters – The Great Allocator
Tim Peeters is more than just a fund selector. The Belgian multi-tasker explains to Tjibbe Hoekstra why he is stocking up on absolute return funds and tells what eurozone investors should do to mitigate currency risk.