Eddy Vanwittembergh, a fund-of-funds manager at Merit Capital, tells EIE’s Tjibbe Hoekstra how he uses cash as an investment instrument, and why he currently prefers European high yield bonds over their US equivalents.
Belgian fund selectors have become more cautious in their outlook for most asset classes. Macroeconomic optimism is also clearly on the wane.
Fund buyers attending Expert Investor Belgium in Brussels expect the ECB’s new government bond-buying programme to push equities higher.
Fund buyers across Europe have become less convinced about their macroeconomic outlook, according to EIE’s freshest data.
Fund selectors who our researcher met in Brussels in late November are planning to once again step up their allocation to European equities.
Belgian fund selectors have increased their exposure to Asian equities, but they are now dragging their feet.
Fund buyers who our researcher met in Brussels in November voiced renewed confidence in Europe’s equity markets. At the same time, they dismiss US equities as too expensive.
Fund selectors attending Expert Investor Europe’s Alternative Ucits Congress in Versailles in October tell us what alternative strategies they are investing in now.
Belgian fund selectors are moving from small caps to large caps within European equities.
The portents for another major financial crisis are becoming stronger, so investors would better prepare for the storm.
A new chapter in Belgian fund buyers’ love-hate relationship with emerging market equities has been opened.
Fund buyer enthusiasm about European, US and Japanese equities in Belgium is seriously cooling down. The number of buyers of all three asset classes has tumbled since January
