FINANCIAL MARKET ANALYSES BLI - Banque de Luxembourg INVESTMENTS
Quick Chat on Brazil : Corruption Allegations Versus Reform Agenda
Less than a year after Dilma Rousseff was impeached, Michel Temer, Brazil's actual President, is asked to step down. As his predecessor, he also risks facing an impeachment procedure. How should we interpret this new episode of the Brazilian "telenovela" ?
Citywire Selector quotes fund manager Steve Glod: Japan ETFs don’t make sense
The UK magazine Citywire Selector has interviewed Steve Glod, the manager of our fund BL-Equities Japan, about the facts that Japanese investors seeking safety in indices are missing out on major opportunities in quality companies and mid-caps and that Japan ETFs do not make sense.
Investment strategy 2017
The economic and financial environment is dominated by a host of uncertainties. The unpredictable nature of the new US President and the uncertainties surrounding measures taken by his administration as well as by other governments and the central banks mean that any attempt to forecast the markets is likely to ...
Interview de Guy Wagner sur Boursier.com : les valeurs de qualité et les valeurs défensives
Le site français boursier.com a publié une interview exclusive de Guy Wagner, chief investment officer de la Banque de Luxembourg, sur les principaux sujets d'investissements en 2017. Boursier.com est le premier site internet de conseils boursiers en France avec 1,5 millions de visiteurs et 30 millions de pages vues.
Impact of US elections on the financial markets
Now that we have a couple of weeks’ perspective – and as we wait for the broad thrusts of his administration to be fleshed out – here are some points that we think are important in relation to the election of Donald Trump.
How to choose a bond? Thoughts and illustrations
So here we are, Autumn is upon us. People are getting colds again. Soon the pavements will be strewn with fallen leaves. As the greyness sets in, let’s take a trip to a sunnier destination, a few thousand miles away, a bit of a break, just for a couple of lines...
Have quality companies become too expensive?
We often stress the fact that our investment methodology leads us to focus on high-quality companies. We define these as companies with a very sound balance sheet and specific competitive advantages that enable them to stand out from the competition and generate a higher profitability. In turn, this higher ...
Quick Chat on Brazil: Between Olympics and Impeachment
While Usain Bolt, Kohei Uchimura and Michael Phelps have confirmed their legendary stature, Dilma Rousseff experiences a descent into hell itself. On the 9th of August, the Senate voted 59 to 21 to indict Dilma Rousseff accused of breaking the budget law in 2014.