Produits

Nicolas Jacob (ODDO BHF Asset Management) souligne qu’il juge les perspectives de long terme intéressantes pour les thématiques exposées à la transition énergétique et à la préservation des ressources naturelles. La baisse des cours en 2022 présente même, selon lui, une opportunité unique pour s’exposer sur ce type de sociétés. 

La plateforme belge de crowdlending BeeBonds est fière de présenter une première : elle peut placer des obligations sous forme dématérialisée sur le compte titres d’investisseurs institutionnels. 

Fund investors clearly lack faith in UK companies. There has been a net outflow from funds investing in UK equities over the past three years, with the €21 billion of outflows over the first three quarters of 2022 already setting a record. UK dividend stocks are being relatively spared by investors, but small-cap stocks, often more focused on the local economy, are being sold off in particular.

After two consecutive red quarters, global high-yield bond funds closed the third quarter with handsome gains. Yet it is premature to speak of a trend reversal.

L’investisseur à impact anversois Incofin lance un nouveau fonds pour l’eau afin d’apporter l’eau potable dans les zones rurales.

Funds investing in emerging market bonds lost for the third quarter in a row when measured in dollars, but made a small gain in euros. 

The private loan market is being revalued. Risks are becoming more expensive and coupons are shooting up. Positive for pension funds and insurers that stay put until maturity, but investors in this category also sometimes have distressed moments. 

L’entreprise américaine Strive Asset Management sait comment aborder le sentiment d’une partie des Américains. Strive a lancé deux ETF cette semaine. L’un est baptisé «God Bless America» et porte le symbole ticker YALL, l’autre ETF porte le symbole ticker DRLL et investit principalement dans le pétrole et le gaz (76 %). Depuis, les médias les ont surnommés les ETF anti-Woke.

For emerging markets, the third quarter of this year was almost the exact mirror image of the second quarter. The MSCI EM index recorded an underperformance compared to the MSCI World index, mainly due to a solid loss for Chinese equities. In Latin America, some markets actually made up for second-quarter losses in the past three months. Meanwhile, the war in Ukraine continues to weigh on Eastern European markets.

The third quarter has come to a close.  In the category of global large-cap mixed equity, Gavekal, JOHCM and State Street offered the best-performing funds during these three months, as measured by the performance of funds with a classification for the Netherlands in this week’s Morningstar Top 5.