FINANCIAL MARKET ANALYSES BLI - Banque de Luxembourg INVESTMENTS
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.
What are the opportunities in fixed income management?
Investment opportunities are becoming increasingly rare for investors, as can be seen from the historically low (or even negative, in some cases) level of interest rates. Jean-Philippe Donge manages several bond funds for asset management company BLI - Banque de Luxembourg Investments. Ten questions for ...
Investing in Japan – Thematic investments in light of the Pokémon Go craze
Unless you’ve been living under a rock during the past few weeks, you must have heard about the Pokémon Go phenomenon that has taken the world’s attention by storm. The release of the smash-hit app by Niantic Inc. has not only resulted in global hype, but has also had significant repercussions on the stock market.