Investissement

Europe should not count on a traditional economic recovery. Due to second-round effects, inflation will widen further by 2023. And, ING chief economist Carsten Brzeski says, don’t count on gas prices coming down either. Nay, on the contrary, the real energy crisis will come next year. 

As might be expected, the US 10-year - 3-month yield curve has also turned negative. This inversion means that the two traditional yield curves with the longest and most reliable track record as recession predictors are now negative. By itself that’s is no reason to sell equities, or any asset class for that matter.

Luxempart, a private equity firm listed on the Luxembourg bourse, said on Thursday that it has generated a “significant” investment return by selling the bulk of its stake in Swiss diagnostic radiology firm Rimed to diagnostic services provider Unilabs.

Après deux trimestres dans le rouge, les fonds d’obligations internationales à haut rendement ont achevé le troisième trimestre sur une belle avancée. Il serait toutefois prématuré de parler de retournement de tendance.

Despite ominous forecasts, the German stock market is also participating unhindered in the rally that most markets saw in October. The DAX index rose 8.4 per cent last month.  This is striking, as virtually all indicators point to a very bleak outlook for the eurozone’s largest economy. Is the German economic model faltering?

In order to merge two Italian telecom firms, Luxembourg-based infrastructure investor Marguerite said on Thursday that it has restructured its holdings in Italian fibre and data activities through an agreement with Asterion Industrial Partners, an investment firm focused on mid-market European infrastructure 

Le marché belge des fonds a enregistré une baisse de 8,5 % au cours du deuxième trimestre 2022 en raison de corrections des actifs sous-jacents, pour atteindre 241 milliards d’euros d’actifs commercialisés.

C’est ce qui a été révélé lors d’une conférence de presse en ligne organisée par la Beama, l’association belge des gestionnaires d’actifs, qui était animée par Marc Van de Gucht, directeur général de la Beama, et Johan Lema, président du groupe d’intérêt. 

La plate-forme de distribution du groupe Amundi devrait accueillir CACEIS parmi ses actionnaires, en vue d’accélérer la croissance de son activité. 

The EU’s top category of sustainable investment funds - impact funds as defined under SFDR Article 9 - saw inflows double in the third quarter compared to the second, while funds that are considered mostly sustainable, or Article 8 ESG funds, continued to bleed, research insights by Morningstar show. The analysis also shows that more than 380 funds were reclassified during the third quarter.

By agreeing a format that aims to channel more funds towards small and medium-sized companies, the European Union has reached a political agreement that brings the relaunch of European long-term investment funds, a type of investment vehicle known as Eltif, one step closer.