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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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  • Monthly Coffee Break
Equities, Monthly Coffee Break

Hawkish Fed weighed on market sentiment

European equity markets registered a significant rebound from the previous month. This was mainly driven by China’s decision to ease its zero COVID-19 policy.
Fixed Income, Monthly Coffee Break

Signs of weakening inflation

Market exuberance continued in December and through the first days of January, as risky assets posted a strong performance, once again on the back of signs of weakening inflation and the hope that central banks would strike a less hawkish tone.
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.
Equities, Monthly Coffee Break

Stock markets continued their recovery

After a slightly hesitant start, European stock markets continued their recovery from the October lows and ended November well into the green.
Fixed Income, Monthly Coffee Break

First true relief of the year

After a bruising first 10 months in 2022 that saw fixed income investors suffering near-record losses in most asset classes, November offered the first true relief of the year.
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.
Absolute Return, Monthly Coffee Break

Don’t forget the DIVA

In 2022, the markets repriced risk premiums in financial assets, quickly adjusting to the inflation risk and to the interest rate hikes implemented by central banks that followed.

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