Alexandre Théry, who runs a fund-of-funds for Auxense Gestion in Paris, is welcoming the recent volatility in the markets. He explain to EIE’s editor Dylan Emery why that is.
Category: FRENELUX
The bumpy bond road
Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have started to fade?
Dutch fund buyers brace themselves for bond market crash
Almost three quarter of delegates use long/short strategies in the fixed income space, considerably more than the European average. Of those who have an allocation to the asset class, an overwhelming majority want to increase their exposure. One might expect that the disillusionary mood towards bonds might feel like a cold shower for the long-only […]
A Grexit is unavoidable
Barry Norris, the European equity manager and co-founder of London-based investment boutique Argonaut, is one of the most outspoken proponents of a Grexit. The refusal of the current ‘communist’ Greek government to commit to reforms means the country’s economy could never be able to stand on its own feet if it stays in the eurozone, Norris believes.
Dutch fund selectors overwhelmingly overweight Europe
Some 41% of interviewees told us they will (further) increase their allocation to European equities. This is similar to last September, but with the important difference that all fund buyers we met have increased their allocation to European equities in the meantime. So those who will decrease their allocation will do that from an overweight […]
Tim Peeters – The Great Allocator
Tim Peeters is more than just a fund selector. The Belgian multi-tasker explains to Tjibbe Hoekstra why he is stocking up on absolute return funds and tells what
eurozone investors should do to mitigate currency risk.
Eddy Vanwittembergh on the opportunistic use of cash
Eddy Vanwittembergh, a fund-of-funds manager at Merit Capital, tells EIE’s Tjibbe Hoekstra how he uses cash as an investment instrument, and why he currently prefers European high yield bonds over their US equivalents.
Belgium fund buyers opt for safety
Belgian fund selectors have become more cautious in their outlook for most asset classes. Macroeconomic optimism is also clearly on the wane.
Belgian fund selectors expect Qe
Fund buyers attending Expert Investor Belgium in Brussels expect the ECB’s new government bond-buying programme to push equities higher.
Ucits-heavy Luxembourg seeks diversification
Luxembourg, Europe’s biggest largest domicile for Ucits funds, is looking for diversification. The country wants to attract more alternative investment funds, and non-Ucits funds which focus on sustainable investing.
