Investment Officer Luxembourg’s Post

My colleague Estelle Castres, Country Manager for France, Belgium and Luxembourg, shares her thoughts on demystifying investing to help people build long-term savings, inspired by a recent OpinionWay survey for BlackRock. Check out our latest #EuroInsights blog to learn more about common misconceptions around investing and find out what can help Europeans start their investment journey: https://1blk.co/3AvWfxz

Policy engagement is an often-overlooked tool for investors to stay ahead of surprises. Institutional investors have a responsibility to help governments make sound investment policy decisions. Learn more: https://ow.ly/Ygbx50SokNX

Good investors choose wisely. They don’t get swayed by trends or hype. They let their investment strategy guide them. Not the recommendations of friends and family. Yes, invest in stocks if you like to research companies. But don’t let your emotions get in the way of your tactics. Yes, invest in bonds if you want regular interest payments. But be prepared for lower returns compared to stocks. Yes, invest in mutual funds if you can’t decide for yourself. But still do some research as not all mutual funds outperform the market. Yes, invest in ETFs if you want to diversify your portfolio. But understand how trading fees and downturns can impact your investment. Yes, invest in private equity if you want high returns. But don’t expect to sell your shares so quickly. A wise investor once said: “The stock market is a device for transferring money from the impatient to the patient.” Always be well-informed about what you are investing in and why. #investor #investing #Europe #business #CONDA 🔔 Latest trends and strategies for European investors. PS Looking to invest? We have investment opportunities at CONDA Capital Market - your digital investment platform to invest directly in promising small to medium-sized companies across Europe. — Risks: > This information is provided solely for advertising and informational purposes, is non-binding, and does not constitute an offer to purchase or investment recommendation. > Investments are risky and often lack collateral. Only invest funds that you can afford to lose entirely. > Personal characteristics of investors (such as experience and knowledge, investment goals, financial situation, capacity for loss, and risk tolerance) should always be taken into account when selecting an investment strategy or financial instrument. > Your investment is not protected by European deposit insurance systems. Learn about the risks here: https://lnkd.in/eKqWeTcV 

Many of you will have met James, watched his webinars or even seen him present at one of our regional events. Always a pleasure to hear him discuss AIM and benefits of investing in the market. With the Alternative Investment Market reaching its 30th anniversary in 2025 James has taken the opportunity to write the attached article explaining how it operates and some of the top AIM myths. #AIM #inheritancetax #financialplanning

Excited to attend this very interesting conference regarding private equity in Stockholm tomorrow. This one-day event will delve into the effects of a rapidly evolving macroeconomic landscape, LP viewpoints and preferences, the most promising sectors for investment in the region, and how GPs are adapting their investment strategies to align with Green Transition requirements

𝐌𝐚𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭 𝐨𝐟 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬🌐📈 Alternative investments have become essential in diversifying and stabilizing institutional portfolios – and they will continue to do so. As our expert Martin Groos explains in his column for Investment Officer Luxembourg, this trend is driven by an unstable investment environment marked by global conflicts, contradictory inflation data, and uncertainty around interest rates. In 2022 and 2023, bonds in institutional portfolios showed little momentum, while equities were stronger. However, it's infrastructure investments that truly enhance diversification and risk management. Most importantly: throughout 2023, alternative investments played a key role in supporting the solid performance of institutional portfolios. To read the ful article, please follow the link below. #AlternativeInvestments #PrivateEquity #PrivateDebt

#MarketViews: Investment specialists are singing from a common hymn book in predicting the world is on a path to lower inflation and treasury yields, though they carefully call attention to possible transitional effects, it's clear from recent investment events in Luxembourg hosted by J. Safra Sarasin and Capital Group. Mike Gordon heard from Wolf von Rotberg, Flavio Carpenzano and Christophe Braun https://lnkd.in/efTA4wYV InsingerGilissen | A Quintet Private Bank, in the Netherlands, is in a slightly defensive mode, but sees scope to add some more risk to its portfolio again. Justin Doornekamp at Investment Officer NL spoke to Iris van de Looij and Daniele Antonucci at Quintet Private Bank: https://lnkd.in/eTVwm99J Allianz Global Investors expects faster monetary easing in the US now that inflation there is now largely under control. But only later in the year. Frederic Lejoint in Brussels at Investment Officer BE heard from Franck Dixmier: https://lnkd.in/es_zCjby

At the start of the year, investors heralded 2024 as the year where politics would be in the spotlight. With over 40% of the world’s population heading to the polls, we have kept a close eye on political trends and their impact on equity investments. These events have important consequences for reforms, fiscal trajectories, global supply chains and geopolitics, creating volatility along the way. Within emerging markets, we have already seen key elections unfold in Taiwan, India, Mexico, and South Africa in the first 6 months of the year. We believe that local specialists on the ground are best placed to understand the nuances of recent political events.  We asked our local partners in each of these geographies to share their perspectives on the elections and insights on their repercussions for equity investors. Please click on the link below to read several of these exchanges.

This blog aims to demystify international funds for UK investors, providing insights into what they are, their benefits and risks, and how they can fit into your investment portfolio. Read the latest blog here - https://lnkd.in/eMvKbcF4 #internationalfunds #globalfunds #financialadviser

European Investment Bank (EIB) Forum 2024 addressed the outlook of Europe’s economy against the backdrop of war, inflation and tight financial conditions. We were there to show how impact investing can help solve sustainability challenges and voice the need for tailored financial regulations to support these efforts. Read our takeaways: https://lnkd.in/ewaDsbeX Jana Bour Karolina Kolarova Stéphanie Brenda Smialowski