As both stocks and bonds are two major asset classes playing an important role in asset allocation, their relationship has garnered considerable interest among portfolio managers. The tendency on how the return of one asset moves in tandem with the other, also called correlation, provides strategic information for dynamic asset allocation, resulting in better hedging choices, r ...
Books, Books, Books... the Magic of Summer Reading
A Triggering Thoughts encompasses a specific idea, experience, or event that initiates a thought process within the human mind. These thoughts can have both short-term and long-term effects on a person's behavior and overall well-being. As a firm believer in the power of knowledge and continuous learning, I am delighted to share with you my carefully selected collection of book ...
A Green Beach for a Greener Planet?
In the fight against climate change, every action matters. That's why extensive research is being conducted to explore "mitigation strategies" that aim to reduce the harmful impact of carbon emissions on global warming. As we firmly believe that there is no one-size-fits-all solution, we advocate for keeping all technological options open on the path to achieving net-zero emiss ...
The Belgian Discount
Belgian Blues: Unraveling the Discount in the Belgian Stock Market Gone are the days of the mythical Belgian Dentist, taking the train to Luxemburg, cutting some coupons and enjoying the good life. First, central banks drove rates into negative territory. Desperate for yield, the Dentist could find yield consolation with a few high dividend yield stocks. Alas, the Latter Day De ...
The Delicate Dance of Interest Rates: Real Estate Wrecking Ball and Banking Squeeze
Real Estate's Dual Challenges: Interest Rate Surge and the Remote Work Revolution Interest rates might not be historically high, however the rise over the last 18 months has been brutal. As a consequence, the process of deleveraging is unfolding with a lag but is impacting sectors, companies and the financial system like a wrecking ball. The real estate sector is, of course, a ...
Worried about sea level rise at the Belgian coast? Coastal Vision has it covered
There are two primary categories of climate action: mitigation and adaptation. Mitigation aims to reduce the severity of climate change by lowering greenhouse gas emissions and limiting global warming. Solutions[*] for mitigation include swapping fossil fuels for renewables, capturing carbon dioxide emissions at a factory’s chimney or working towards a circular economy. While m ...