Financial Market Analyses BLI - Banque de Luxembourg Investments
Investing in the “Sweet Spot” of the US market
The market for smaller companies in the US is roughly the same size as the entire European equity market. Yet, it is often falsely overlooked by investors although mid-caps show the best historical risk-adjusted return profile. We believe they deserve to play a more significant role in investors’ portfolios.
A ratio is worth a thousand words
Strong sales or earnings per share growth, consensus beat, attractive dividends, regular share buybacks, big mergers & acquisitions, ... Numerous companies, investors and journalists use all sorts of proofs of value creation. However only one measurement exists: the return on capital employed (compared to the cost ...
BL-Equities Dividend: a look back, 10 years after launch
The BL-Equities Dividend subfund celebrates its 10th anniversary. The fund’s objective is to achieve long-term capital growth by investing in high-quality companies, while offering a dividend yield higher than the broad equity market. Interview with the two fund managers, Guy Wagner and Jérémie Fastnacht.
10th anniversary of BL-Emerging Markets – Interview with fund manager Marc Erpelding
BL-Emerging Markets is celebrating its 10th anniversary. Launched at almost the worst time possible, the fund has successfully navigated the ups and downs of emerging markets by sticking to a clear investment methodology.
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."
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" ?