FINANCIAL MARKET ANALYSES BLI - Banque de Luxembourg INVESTMENTS
The profile of family business is an excellent fit with our investment approach
In the current economic and financial context, marked by excessive government debt and historically low interest rates, it is difficult to find investment solutions that offer attractive long-term return expectations with limited risks. It therefore makes sense to focus on the shares of high-quality companies ...
Swiss award winner Steve Glod: how to tackle Abenomics in a Japan portfolio
After being singled out at Citywire Switzerland Awards 2017 for BL-Equities Japan fund in the category “Equities Japan”, the UK financial magazine Citywire has interviewed manager Steve Glod how he searches for the best investment ideas in his portfolio.
Why is the Korean market so interesting now?
Of all the Asian markets, the Korean market is probably the most discounted in terms of multiples. Valuation is cheap not only compared to other markets around the world but also compared to its own history.
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" ?
Trump in Washington, what does this mean for emerging markets?
How did the bond markets react to Trump’s win over Hillary Clinton? Looking back, how can we interpret the new direction of US economic policy?
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.
What values does fencing share with BLI’s investment strategy?
Fencing shares many values with the investment strategy of BLI - Banque de Luxembourg Investments. Accordingly, we have entered into a partnership with the Luxembourg fencing champion Flavio Giannotte.
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.