Portfolio Day 2022: ‘Shareholder interests best served in US’
An investment portfolio today should consist predominantly of US assets. Impact investing is sustainable investing 2.0 and long duration assets continue to struggle. That is what independent investment expert Jan Longeval said during the closing debate of Portfolio Day, which Investment Officer organised in Brussels last Thursday.
Investors bracing for FOMC rate hike, Russia default
There are a number of important events expected this week that will affect investors. The most important is undoubtedly the decision of the Federal Open Market Committee (FOMC) on US interest rates on Wednesday.
'No, inflation is not temporary'
The effects of the inflation wave crashing over the Eurozone and especially in the US are not temporary. As high energy prices persist and second-round effects still have to find their way into the economy, analysts question the ECB’s reluctance to act and raise eurozone interest rates. “Can the ECB claim that all is well and good and stick to its latest statements and position? The markets do not seem to believe that.”