Tim Peeters

  • Has the tide finally turned for inflation-linked bonds?

    With the eurozone currently experiencing deflation, inflation-linked bonds are probably not the first thing on the mind of investors. However, as Brent crude is now back at $48, the only way for inflation is probably up. So should investors start thinking about protecting their portfolios against price rises?

  • 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.

  • 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.

  • Dollar cash outperforms MSCI World year-to-date

    If you had invested all your cash in dollars as a euro-based investor this year, you would have earned a better return than if you had emulated the MSCI World. Moreover, equity returns seem to have become completely tied to exchange rate movements.

  • Is cash king?

    With volatile market conditions prevailing, many investors are turning to cash as a risk-reducing measure. But are they really doing themselves a favour?

  • 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…

  • The bumpy bond road

    Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have…

  • Currency hedge or bet

    At our Pan-European Congress in Rome last month, we asked delegates how they deal with the volatility of currency markets. Do they hedge or do they take active currency bets?

  • Active share should you care

    At our Pan-European Congress in Rome, some 81% of delegates said they consider active share an important metric in their fund selection process. Here are some reasons why you should (not) care about active share.

  • You can hedge but not hide

    The devaluation of the euro is regarded by many as a one-way street: if the US is a guide, then Europe’s QE 1 will be followed by QE 2 and QE 3 and if history is a guide, the devaluation may go on for many more months. So what should we do to prepare?

  • 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.

  • viewpoint end of QE

    With QE over in the US and interest rate rises on the horizon, we asked the EIE editorial panel how investors should protect themselves.