Investors celebrate mainstream victory in Dutch elections
Markets have welcomed the failure of Dutch far-right leader Wilders to make significant gains in yesterday’s elections. The euro was up by more than 1% against the dollar, and peripheral bond spreads narrowed. Has the populist tide now turned?
Dutch elections a first gauge of EU populist fever
The Dutch elections on Wednesday are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
Vector Navigator – Bart van de Ven’s favourite fund
Vector Navigator is the name of the global equity fund most close to Bart van de Ven’s heart. It’s a long-standing name in the client portfolios of the Belgian wealth manager Accuro.
Should you make liquidity concessions to your bond portfolio? – Part 3 of 3
Is accepting a bit more volatility enough to sustain long-term fixed income returns, or should investors also make concessions on liquidity?
Future-proof your fixed income portfolios – Part 1 of 3
Everywhere in Europe, investors are having to rethink their strategic fixed income allocation as bond yields keep hitting new lows. When Expert Investor visited Amsterdam recently, we brought together three local wealth managers and an industry consultant to discuss how they take on this challenge.
Schroder ISF QEP Global Quality – Freddy van Mulligen’s favourite
Freddy van Mulligen, who is in charge of external manager selection at Achmea Investment Management in the Netherlands, is a dedicated factor investor. For the quality bucket of his equity portfolio, he relies on the Schroder ISF QEP Global Quality fund.
Dutch investors lose faith in European equities
Appetite for European equities among fund buyers in the Netherlands is lower than it ever has been. They believe the ECB has run out of ammunition to give equity markets another shot, while they see an autumn storm coming in from across the Atlantic.