Nagelmackers: European property remains excellent diversifier
Pascale Nachtergaele, manager of the Nagelmackers European Real Estate Fund, finds real estate still interesting given the low interest rate environment. Her preference continues to be for logistics property, but she also sees potential in other segments.
Luxembourg Central Bank: Lack of housing supply unsustainable
“The abnormally high inelasticity of supply in relation to house prices, cannot continue without affecting the banking, financial systems and national economic system,” was the stark warning issued by the Luxembourg Centre Bank (BCL) in its latest Financial Stability Review.
Chinese stock market crash often exaggerated
The Chinese stock markets have been on fire for a few weeks now. The large price losses have also surprised local fund managers, and investors are wondering whether they can still invest in the country with peace of mind. Fund manager David Raper (photographed above) thinks these concerns are somewhat exaggerated.