European equities preferred to US equities
The US stock market is always more expensive than other markets. However, America’s premium over Europe is now so high that betting on Europe may be a better option for investors, according to Joost van Leenders, who explained Van Lanschot Kempen’s outlook during a recent interview by Fondsnieuws, Investment Officer Luxembourg’s Dutch-language sister publication.
Pimco thinks outside the box to generate additional bond yield
Pimco is not too worried about the economic slowdown and rising inflation, as these are largely related to a temporary disruption. Opportunities in the credit and bond markets have become scarcer and finding them requires a lot of effort.
This is what emerges from an interview with Eve Tournier, Head of European Credit Portfolio Management at Pimco and manager of the GIS Euro Credit Fund, among others.
Listed infrastructure as inflation hedge
With listed infrastructure companies passing inflation directly on to their customers, investors can use them as a hedge against rising inflation, according Thomas van der Meij of Van Lanschot Kempen, a Dutch wealth management firm active in the Benelux region.
“Communication towers, toll roads and, to a lesser extent, airports perform well in a high-inflation environment. Meanwhile, US railways and energy transmission companies are benefiting from high commodity prices,” he explained.