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Malgorzata Kluba, Rudi Van Den Eynde, Oncology, Equities

World Cancer Day 2023

And we would rather not have to go through this – which would mean we won the battle and cancer is curable.
  • Equities, Geoffroy Goenen, Value vs Growth

    The second step of the waltz

    Despite a fairly significant rally beginning in October, European equity markets, battered by major outflows since the start of the crisis in Ukraine, recorded a correction over the year 2022 (-9.5%). Although European equities finished the year on a relative outperformance compared with the United States (-13.4%) and emerging markets (-15.1%)1, the year was still a source of concern for investors, who are now asking questions about what may arise in 2023.
  • SRI, SFDR

    Stay on Top of SFDR

    Sustainable Finance Disclosures Regulation (SFDR), mandatory ESG disclosure obligations, was introduced by the European Union to improve transparency in the market for sustainable investment.
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  • Asset Allocation
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  • Asset Allocation
Asset Allocation, Monthly Coffee Break

Temperatures rising, inflation cooling

We have started 2023 with a preference for equities over bonds, as our investment strategy turned more constructive on attractive price levels in October.
Asset Allocation, Monthly Coffee Break

The next stage

We end 2022 with a preference for equities over bonds, as our investment strategy became more constructive on attractive price levels at the start of the fourth quarter.
Asset Allocation, Monthly Coffee Break

Fundamental support for our constructive view

In October, we turned more constructive based on our analysis of the market configuration. This month, fundamental support provides further reasons to maintain this stance.
Absolute Return, Asset Allocation, Johann Mauchand, Research Paper, Steeve Brument

Smile! CTA convexity is not lost…

If the smile measures how the portfolio value reacts to changes in the underlying markets, then maybe we should measure the smiles – and this is what our investment team has been doing.
Asset Allocation, Monthly Coffee Break

Waiting for pivot

Short-term interest rates have been rising around the world over the past year as central banks attempt to fight inflation.
Asset Allocation, Macro, Nadège Dufossé, Thibaud Marie-Regnault, Video

Overloaded by the sheer number of forecasts at the moment?

Despite this wealth of information – or perhaps because of too much information? – maybe you are still uncertain.  We can help you organize and develop your views, in a 20-minute video. Our economists and strategists will try to clarify the economic and financial risks.
Asset Allocation, Olivier Clapt, Research Paper

Illiquid investments – But how much?

As 2022 opened, we all thought of Covid, war, oil prices, transient inflation... What do you see on the horizon now? Wheat supply crisis? Quantitative tightening? Sustained inflation?

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