Investment Officer Belgium

Het Franse fondshuis Natixis is in zijn assetallocatie uitgesproken voorstander van Amerikaanse aandelen. Ondanks de oorlog in Iran en de handelstarieven staan de sterren voor de economie in de VS eigenlijk best goed, argumenteert hoofdstrateeg Mabrouk Chetouane.

In times of uncertainty, it is even more crucial to invest in the human connection that is at the heart of private banking, said Stéphane Pardini, CEO of Wealth Management at Quintet Luxembourg, in an interview with Investment Officer.

With no end to the war with Iran in sight, talk of a recession is resurfacing. Yet other indicators suggest that the bull market is far from over.

Geopolitical conflict and renewed inflationary concerns sapped the wind from high-yield sails.

European dependence on fossil fuels poses a risk to price stability. That is according to Frank Elderson, the Dutch member of the Executive Board of the European Central Bank (ECB). Energy shocks, which seem to occur with increasing frequency, are making it ever more difficult for the ECB to keep inflation at 2 percent per year.

Delen Private Bank is reorganizing tasks within the group in the areas of delegated portfolio management, fund administration, and custodial services. This is intended to improve efficiency and strengthen governance.

As geopolitical tensions rise and instability in the Middle East persists, small-cap equities have shown notable resilience. So-called “domestic champions”—companies with dominant positions in their domestic markets—are benefiting from deglobalisation and shorter supply chains, and appear less volatile than their reputation suggests.

Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly large language models such as ChatGPT. Partly for this reason, these strategies can now more easily find their way into the wealth segment, observed Adam Riley of Blackrock: “When people use the technology themselves, they better understand its power.”

Proxy advisers are facing mounting political pressure in the US, even as demand for their services grows elsewhere. For Glass Lewis, one of the two dominant global proxy advisory firms alongside ISS, that divergence is reshaping both its strategy and its product offering.