Focalisez-vous moins sur les articles 8 et 9 et davantage sur la décarbonation de votre portefeuille
Soyons réalistes, on entend beaucoup de choses sensées et d’absurdités concernant l’investissement durable, et la législation est pour le moins floue et complexe. L’arbre ne cache-t-il pas la forêt ?
Ten old and ten new safe havens
US 10-year yields have risen above 5 per cent. As a result, earnings yield - the inverse of the P/E ratio - has fallen below bond yields for the first time this century. With that, equities look vulnerable. The days of TINA are over for good, there is an alternative again and that is bonds.
Graphique de la semaine : nouvelles inquiétudes sur l'Italie ?
Le taux d’intérêt à 10 ans de l’Italie avoisine les 5 %. La dernière fois que cela s’est produit, c’était fin 2012. Peu de temps auparavant, on se demandait si l’Italie allait pouvoir rester dans la zone euro. Une nouvelle crise de la dette se profile-t-elle à l’horizon ?
Quand le pétrole sert à se couvrir
Les événements au Moyen-Orient ont eu jusqu’à présent un impact limité sur les prix du pétrole. Contrairement à la guerre du Kippour il y a 50 ans, les chances d’un boycott du pétrole arabe semblent minces.
I do not regret that my crypto investments lost money
It was 2020, and there were countless stories of young investors becoming millionaires overnight by investing in cryptocurrencies like Bitcoin. I didn’t want to miss out, so I decided to invest a modest amount of 2500 euros.
Curiosity
The possibility of becoming a millionaire was enticing, but I also saw this as a way to educate myself about a ‹new› concept called blockchain. This technology was the foundation of cryptocurrencies and was set to transform countless industries.
Luxembourg Sicavs eligible for Belgian tax treaty
What for decades proved a disadvantage for the Luxembourg fund industry is now quietly becoming an advantage: Luxembourg investment companies can invoke the double taxation treaty with Belgium, among others. Among other things, this allows them to claim a refund of Belgian withholding tax on Belgian dividends, as well as a refund of Belgian tax on UCIs.
On en remet une couche ?
Stefan Duchateau, expert en connaissance chez Investment Officer, analyse les récents chiffres de l’emploi et la politique monétaire des États-Unis à la lumière des conséquences pour les investisseurs.
Yield curve points to US labour market storm
The chart making waves on social media isn’t getting attention without reason. It suggests that the real turmoil in the US labour market kicks in only after the yield curve has been inverted for over a year. Investors might be celebrating a soft landing prematurely.
Possible turning point for the world economy
In 1973, during Yom Kippur, Israel found itself under siege from countries including Syria, Egypt, Morocco, Iraq, Algeria, Kuwait, and Saudi Arabia. This conflict led to the first oil crisis, causing oil prices to triple in a short span, marking a significant shift in Western economic growth post-World War II.