Malgré une baisse inhabituelle, les petites capitalisations sont prometteuses
Les cours des actions de petites capitalisations restent bien en deçà des performances historiques caractérisant le début d’une pause de la Fed, ce qui crée une opportunité pour les chasseurs de bonnes affaires.
S(n)-Trackers mise résolument sur l'investissement passif
Il y a quelques mois, Marc Stevens a quitté l’entreprise familiale Leo Stevens. Avec S(n)-Trackers, le banquier privé se consacre entièrement à l’investissement passif sous l’égide de Securities De Munter (SDM).
Leo Stevens veut poursuivre sur une voie autonome
L’Anversois Frank Vlayen prend une participation de 47,5 % dans la société de Bourse anversoise Leo Stevens Private Banking. Selon le CEO Ive Mertens, cette transaction contribuera à ancrer l’orientation indépendante de la société de Bourse.
CVC Capital now eyes 2024 for new attempt to go public
Luxembourg-headquartered CVC Capital Partners, one of Europe’s biggest private equity firms, on Wednesday decided to postpone its initial public offering on the Amsterdam stock exchange, a person familiar with the decision has confirmed. The firm now is looking for a new opportunity to go public in 2024.
Pension policy pause: Dutch funds keep asset managers waiting
Amidst the ongoing transition to a new pension system in the Netherlands, Dutch pension fund managers are finding little bandwidth these days to explore fresh investment ideas for the coming year. Against this backdrop, asset managers face hurdles in gaining their attention, with only essential risk management being the focal point for many.
L'ETF S&P 500 de State Street est le moins cher d’Europe, mais le plus onéreux des États-Unis
State Street Global Advisors porte un coup dur à ses principaux concurrents dans la « course aux zéro frais » en baissant les frais de son ETF phare. Aux États-Unis, le tracker demeure néanmoins l’option la plus chère.
ECB now awaits ‘range of new data’ before next decision
Christine Lagarde, the president of the European Central Bank, on Thursday declined to provide forward guidance on the direction of Eurozone interest rates but said that its decision in December will be made based on updated data on inflation and on the actual economic impact of its monetary policy.
« Le risque de récession aux États-Unis est réel »
Pour Guy Wagner, Chief Investment Officer chez Banque de Luxembourg Investments, le scénario le plus probable est celui d’une récession économique et d’un reflux de l’inflation. C’est pourquoi il privilégie une exposition aux obligations à échéance longue ainsi qu’aux aristocrates du dividende.
Luxembourg Raif market is alive and kicking again
With 29 new funds registered, last month was the best September in three years for new Raifs issuance, data analysis by Investment Officer Luxembourg shows. Raifs are Reserved Alternative Investment Funds. In Luxembourg these vehicles in recent years have gained significant international traction among those active in private assets such as credit, real estate and private equity.
Top investors have clear preference for oil, financials
Which public companies are the ones that the best rated fund managers prefer to hold in their portfolios? Researchers at London-based data analysis firm Citywire on Monday released a new data set that shows in which equities the world’s portfolio managers prefer to invest with the highest degree of conviction.