Sébastien Saba – the boutique man
Sébastien Saba, head of fund selection at Meeschaert family office Belgium, reveals why he is generally unmoved by volatility, and explains his preference for boutique funds.
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Sébastien Saba, head of fund selection at Meeschaert family office Belgium, reveals why he is generally unmoved by volatility, and explains his preference for boutique funds.
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.
European equities are hugely undervalued, says Jan Vergote, head of investment strategy at Belfius Bank. But he still finds ‘expensive’ US equities more attractive on the short term. In this video interview, he reveals why.
Three quarters of Belgian fund buyers want the EU to offer more concessions to the UK to avoid Brexit. However, if a deal can’t be reached they want a hard bargain for Britain.
Here you can see a selection of photos from Expert Investor Belgium II, held on the 24th of November at the Amigo Hotel.
Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.
Belgian investors have been eagerly buying absolute return funds for a couple of years now, but their appetite has taken a hit as returns have been outright disappointing.
Investors have again started looking at increasing their exposure to commodities this year. However, the asset class has delivered mixed results so far.
Here you can see a selection of photos from Expert Investor Brussels, held on the 28th of June at the Sofitel Le Louise.
Belgian fund buyers believe Brexit will have a long-term negative impact on equity or bond prices, or even on both. Fund managers speaking at the Expert Investor Belgium forum are hardly more optimistic.
Although commodities are still being treated with a great deal of suspicion, by taking a long-term view investors could reap the rewards of the consolidation that is already underway in the sector.
Belgian fund buyers, once Europe’s most upbeat, have turned negative on most asset classes, and they have been hoarding cash. European equities is the only long-only asset class holding out against the Belgian bearishness.