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 ...
Interview de Guy Wagner dans le quotidien belge l'Echo
Les marchés d’actions bénéficient toujours de bonnes conditions économiques. Guy Wagner (BLI - Banque de Luxembourg Investments) explique le contexte dans une interview de Jennifer Nille : " Les actions ne sont pas dans une bulle."
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.
The power of dividends
Over the last 45 years, shares of dividend-paying companies have generated a much higher average total return (price change and dividends reinvestment) than non-payers. In addition, they have been significantly less volatile.
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.
“What could make Asian companies great again?”
After five years of underperformance, the Asian markets finally seemed to have won back investors interest. 2016 was going along nicely until the American elections.
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 ...