Les stratèges des grandes banques se veulent optimistes, mais prudents
Lors du Trends Investment Summit, qui s’est tenu le 13 mars à Bruxelles, CIO et stratèges en investissement de quatre grandes banques belges – Jürgen Verschaeve (KBC Asset Management), Maud Reinalter (Belfius Asset Management), Steven Vandepitte (ING Belgium) et Philippe Gijsels (BNP Paribas Fortis) – ont débattu de la gestion d’actifs en 2024.
Le rôle clé de la culture d'investissement pour les « nouveaux » Morningstar Awards
La probabilité de surperformance future occupe une place de plus en plus centrale dans la méthodologie utilisée par Morningstar pour décerner ses Awards annuels aux fonds d’investissement.
L'inflation va diminuer, le reste est écrit dans les étoiles
L’inflation ne restera pas élevée en 2024 et les arguments en faveur d’un portefeuille neutre sont nombreux. Ces deux attentes étaient partagées par les quatre CIO qui ont clôturé par un débat l’événement IO Outlook 2024 qui s’est tenu jeudi à Amsterdam. Sur pratiquement tous les autres sujets, ils étaient en désaccord.
Inflation and AI in focus at IO Outlook event on 30 November
Investment Officer is organising an event on 30 November at the H’ART Museum in Amsterdam to look ahead to 2024. The event will cover topics such as economic growth, inflation, and the role of artificial intelligence in the financial sector.
In ESG, the voice of asset owners matters more than ever before
An air of cautious optimism permeated through the halls of the Morningstar’s sustainable investing conference in Amsterdam on Wednesday, painting a subtle yet intricate picture of the obstacle-filled landscape of ESG investing.
‘We champion a blend of human intuition with machine efficiency’
The traditional portfolio manager, meticulously sifting through a hefty stack of research and diligently inputting annual reports into a valuation model, seems to be a fading image from the past. For banks and asset managers to stand out, they must wholeheartedly adopt artificial intelligence, posits Gerben de Zwart of APG, one of Europe’s largest asset managers, overseeing approximately 541 billion euros for Dutch pensioners.
CIO debate unpacks pressing concerns over inflation
Inflation concerns continue to shape market predictions. «For three months, we witnessed impressive figures, but then oil prices spiked unexpectedly. This isn’t a fleeting issue,» commented Mary Pieterse-Bloem, chief investment officer of Rabobank, at Investment Officer›s 16th Fondsevent conference in the Netherlands on Monday.
Friend or Foe? FondsEvent debates AI’s dual nature
In the world of technology and innovation, few names command as much respect as Geoffrey Hinton, often dubbed the “Godfather of AI.” However, recent remarks from this AI luminary have sparked a heated debate on the role of artificial intelligence in our society. Monday’s FondsEvent conference by Investment Officer delved into the heart of this debate.
AI : conseils pratiques d'un professionnel
Lors du Portfolio Day 2023, la présence de Bart Snijders était quelque peu atypique. Fondateur de Sprints & Sneaker, une des entreprises à la croissance la plus rapide des Pays-Bas, il est spécialisé dans le growth hacking.
ALFI roadshow urged to reimagine VUCA as markets swing
In the face of market volatility, uncertainty, complexity, and ambiguity, a combination popularly referred to as ‘VUCA’, Ingo Mainert, CIO Multi Asset Europe at Allianz Global Investors, urges investors to embrace a fresh interpretation of VUCA: vision, understanding, clarity, and agility.
This perspective came during his keynote speech at Wednesday’s ALFI Roadshow in Frankfurt, a gathering organised by Luxembourg’s 1700-member fund management trade association. The event provided a platform for industry experts to exchange insights on the investment climate and topics pertinent to Luxembourg, attracting roughly 300 delegates.