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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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Absolute Return, Fabrice Cuchet, Patrick Zeenni, Video

Widening dispersion signals credit opportunities. How not to miss them?

The pandemic has increased dispersion among credit markets, amid heightened risk of downgrades and defaults. The current market environment is creating investment opportunities through judicious qualitative and quantitative credit research. In a negative risk-free yield environment, generating revenues through active, flexible and dynamic credit risk management remains a highly valid strategy.
Fabrice Cuchet, Outlook 2020

Is it reasonable to pay to lend money?

The world is a strange place right now. Investors are nervous about the US/China trade war while much of Europe is still struggling to sustain growth. At the same time, securities markets are on a tear.

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