Oil 2014-2016: OPEC seeking the optimal price

Oil 2014-2016: OPEC seeking the optimal price

08-01-2017, Wealtheon

Oil was a major feature of 2016. During February the WTI oil price (New-York) fell below USD 27 per barrel, whereas it had been trading at over USD 100 eighteen months earlier. The steep fall in the price contributed strongly to the deflationary tensions weighing [...]

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Macroeconomics
The search for yield

The search for yield

25-11-2016, Wealtheon

Risk and reward go hand-in-hand: we've known this for centuries, and it certainly comes as no surprise to any seasoned investor. Both risk and reward are constantly influenced by essentially uncertain factors, which is why they are constantly subject to analyses [...]

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Macroeconomics
The quality of Belgian investment management

The quality of Belgian investment management

13-09-2016, Juliette & Victor

Alongside the numerous fund managers offering products which are accessible to the general public, there are many Belgian (and Luxembourg) asset managers providing services for private individuals. Wealtheon is a family company, set up in 2005 by Victor Zwart, [...]

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Asset Management
2016, the last great year for bonds

2016, the last great year for bonds

25-08-2016, Agefi.com

Although the year is far from over, as the summer season, which is often accompanied by volatility, draws to a close, we note that for the time being 2016 has been a good year for bonds.

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Macroeconomics
A different kind of wealth manager

A different kind of wealth manager

20-05-2016, Goeie zaken

A company ready to run the same risks as its clients: now there's an idea that would make many a start-up do a double-take! But it doesn't scare the financial advisors at Wealtheon Group one bit. From Eindhoven, Geneva and Brussels, our advisors ensure the [...]

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About Wealtheon
Paris, Brussels: impact on the financial markets

Paris, Brussels: impact on the financial markets

25-03-2016, Agefi.com

On Tuesday 22nd March 2016, Belgium was struck by a number of suicide bomb attacks, with responsibility claimed by the self-proclaimed Islamic State. A number of months earlier, Paris had been the target. But, beyond the human and emotional drama involved, what [...]

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Macroeconomics
Steering a course between risks and opportunities

Steering a course between risks and opportunities

03-03-2016, Eventail

Since last year, movements in the financial markets have been anything but smooth sailing. There have been major jolts, a high level of nervousness and an unstable international background – all of which are factors that have quelled any optimism. Having said [...]

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Macroeconomics
How strange is a negative interest rate?

How strange is a negative interest rate?

29-02-2016, Wealtheon

Do you imagine having to pay to keep money on your bank account? Despite the idea sounding so strange, the ECB has kept its headline interest rate below zero for almost two years now. In June 2014, the rate was reduced to -0.1%. In September 2014, it fell to [...]

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Interest rate
Wall Street is the top focus!

Wall Street is the top focus!

21-01-2016, Trends-Tendances

Boasting a dynamic portfolio with around thirty equity positions, asset management firm Wealtheon has a “moderately” positive outlook on the stock market, with a clear preference for the United States.

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Macroeconomics
Commodities: “How low can you go?”

Commodities: “How low can you go?”

28-12-2015, Wealtheon

The CBR index is a broad-based index that provides an insight into movements in commodity prices. This index fell by approximately 14% in 2015. In fact, commodity prices declined over a wide front following the global oversupply and the weakening world economic [...]

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Asset classes
Emerging markets: opportunities and threats

Emerging markets: opportunities and threats

30-11-2015, Wealtheon

The term ‘emerging markets’ was conceived in the 1980s by a Dutch economist working for the World Bank and still continues to be rather vaguely defined today. Indeed, ‘emerging markets’ describes a group of countries that are making major economic inroads [...]

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Macroeconomics
Volatility: a reliable stress indicator for the markets?

Volatility: a reliable stress indicator for the markets?

02-11-2015, Wealtheon

All shall remember, or nearly, of the considerable mid-august market correction initiated, among other reasons, by the three consecutive devaluations of the Chinese Renminbi by the People’s Bank of China (PBoC), and more recently by the VW scandal. Some surely [...]

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Macroeconomics
A slowdown in world growth: what does that mean for the euro zone?

A slowdown in world growth: what does that mean for the euro zone?

01-10-2015, Wealtheon

We are currently seeing an economic slowdown, both in emerging markets and in China. To compensate for its weak domestic economy, the euro zone will become even more dependent on exports to the United States and the United Kingdom.

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Macroeconomics
Equities: worth buying, or should you take your profits?

Equities: worth buying, or should you take your profits?

19-06-2015, Wealtheon

In recent months, the question has often been asked as to whether it still makes any sense to invest in stocks and bonds. With a possible Grexit just around the corner we are likely to see a market correction. With rising interest rates, bonds are still yielding [...]

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Asset classes
Investors racing to the bottom

Investors racing to the bottom

07-02-2015, De Telegraaf

The return on bonds -the yield - continues to fall. Yet despite this, large sums continue to flow into bond markets, rather like air being pumped steadily into a bubble. Investors looking for a fixed income are finding things increasingly difficult.

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Asset classes
Is the bond bubble about to burst?

Is the bond bubble about to burst?

19-01-2015, VEB

A great deal has been written again in recent months about euro-denominated bonds. The reason for this is that the price of these bonds has gone up (risen) sharply as a result of interest rates that continue to fall in the euro zone.

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Asset classes
J.P. Broekhuijsen: new Director of Swiss office

J.P. Broekhuijsen: new Director of Swiss office

09-01-2015, Wealtheon

John-Patrick Broekhuijsen leaves Bank J. Safra Sarasin to join the Wealtheon Group as Managing Director of the Swiss office and member of the group’s Executive Committee.

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About Wealtheon
Wealtheon granted AMF authorisation

Wealtheon granted AMF authorisation

11-12-2014, Wealtheon

Wealtheon Asset Management has been authorised by the Autorité des Marchés Financiers (AMF – Financial Market Authority) to offer its portfolio management services in France, thanks to its European passport. The Wealtheon Group, which conducts asset management [...]

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About Wealtheon
Sell in May and go away…

Sell in May and go away…

22-07-2014, VEB.net

Investors who have been active on the equity markets for a number of years may want to take a fresh look each spring at the lengthy investors’ adage: ‘Sell in May and go away, but do remember to come back in September’. Because during the summer months, [...]

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Macroeconomics
India and the gold mines on the red carpet

India and the gold mines on the red carpet

15-07-2014, La Libre Belgique

During the first six months of 2014, Indian equities and gold mines provided the best performance among the funds sold in Belgium. Whereas India was listed among the “five fragile economies” by forecasters at the beginning of the year, the country has [...]

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Asset classes
Europa: two contrasting economic stories

Europa: two contrasting economic stories

17-06-2014, NBU

Recently, the ECB started taking action against the worsening economic outlook and persistently low inflation. To get lending underway, it lowered its headline interest rate from 0.25% to 0.15%, set up a credit facility of EUR 400 billion and gave banks a negative [...]

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Macroeconomics
Wealtheon incorporates Swiss office

Wealtheon incorporates Swiss office

09-06-2014, Market.ch

The Wealtheon Group is expanding its office network towards Switzerland. COGIN Compagnie de Gestion Internationale S.A., established in 1973 by the Wealtheon shareholders as an independent asset manager in Geneva, will from now on operate under the Wealtheon [...]

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About Wealtheon
‘Temporary price dip in equities’

‘Temporary price dip in equities’

29-04-2014, Eindhovens Dagblad

Eindhoven-based asset manager, Wealtheon, forecasts correction after years of rising equity markets.

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Macroeconomics
Trackers up

Trackers up

15-03-2014, La Libre Entreprise

It is possible to manage your portfolio actively based on index-linked products. Index-linked management offers numerous advantages. The principle consists of investing through passive funds, the so called trackers (ETFs), i.e. by using products that simply follow [...]

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Asset classes
Investing revolves round brave decisions

Investing revolves round brave decisions

05-03-2014, Column

Collectively, the Greeks have gone backwards by 25 per cent since the latest crisis burst in 2008, according to recently published IMF figures. Naturally, this is something of a harrowing observation – especially since the average Greek did not even make the [...]

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Asset Management
Will 2014 still be the year for equities?

Will 2014 still be the year for equities?

04-03-2014, Eventail

As it does each year, l'Eventail has brought together for its readers the best managers from the various banks and institutions that are setting the tone on the Belgian market. Rather than examine the past, this round table set out the main lines to be followed [...]

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Macroeconomics
Climate warming

Climate warming

03-03-2014, Wealtheon

Whereas numerous macroeconomic indicators were published in the United States, affected by an exceptionally cold winter, in Europe the main events in February were the revolution in Ukraine, the possibilities of defaults and the change of government in Italy.

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Macroeconomics
Wealtheon now sets its sights on upper mid-range

Wealtheon now sets its sights on upper mid-range

06-02-2014, De Tijd

The Brussels-based asset manager, Wealtheon, is now also concentrating on assets starting at €250,000. What is it offering? An actively managed portfolio of exchange-traded funds.

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About Wealtheon
Monetary morphine: side-effects?

Monetary morphine: side-effects?

04-02-2014, Wealtheon

Rather unexpectedly, for the first time in 4 years January turned out to be a negative month for all stock markets. The main causes were weaker performances in some of the emerging countries, and the increasing fears of euro zone deflation. The good performance of [...]

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Macroeconomics
5 favorite stocks of Victor Zwart

5 favorite stocks of Victor Zwart

18-01-2014, De Tijd

Google is still creating economic value for its shareholders. Everyone knows Google as a search engine, but the company is more than just a robot churning out search results. Google is also YouTube, Android and Chrome. In addition, the company is performing well [...]

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Asset classes
2013: a good vintage year for the equity markets

2013: a good vintage year for the equity markets

06-01-2014, Wealtheon

The evidence is clear: the vast majority of the equity markets turned in good performances in 2013 against the background of a modest economic recovery worldwide. By contrast, the same conclusions cannot be drawn for other asset classes, in particular gold, which [...]

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Macroeconomics
Equities remain attractive in 2014

Equities remain attractive in 2014

31-12-2013, COLUMN

2013 was an eventful year for investors – and one in which attractive returns proved to be a distinct possibility. Whether investors can expect the same from 2014 depends as ever on what the fundamental developments are. Will the recovery currently underway [...]

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Macroeconomics
Investors can hedge against a stock market correction

Investors can hedge against a stock market correction

28-12-2013, De Financiële Telegraaf

Now that Wall Street is racking up record after record, the discussion between bulls and bears has broken out in earnest again. The higher prices rise, the greater the likelihood of a correction. However, for many investors, the fact that all the lights are set to [...]

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Macroeconomics
Europe stirs...

Europe stirs...

04-11-2013, Eventail

These last months, equity markets in Europe have out-performed the rest of the world. Since the end of June, the flagship European index, the Eurostoxx 600, has risen by 8% while its US equivalent, the S&P 500, has offered no performance. According to Wealtheon [...]

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Macroeconomics
“The French are more prudent in their financial investments”

“The French are more prudent in their financial investments”

25-10-2013, Avenue Montaigne

As an external management company, Wealtheon is a family firm managing assets in excess of €1 million. Although Dutch in origin, 10 to 15% of Wealtheon’s clients are French…

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Asset Management
Gloomy prophecies are rearing their heads again. Wrongly!

Gloomy prophecies are rearing their heads again. Wrongly!

15-10-2013, Column

Now that we have five years of various sorts of crisis behind us, over the last few quarters more and more economic indicators have moved back into the black. Over the same period investors have driven equities to new heights. Confidence that we are moving into [...]

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Macroeconomics
Meger as a solution for smaller asset managers

Meger as a solution for smaller asset managers

18-06-2013, Het Financieele Dagblad

Asset managers know under pressure from Europe increasingly obligations. Not only should be files in order, it should also be clear where capital flows come from. The administrative pressure to be 'compliant', is also increasing. [...]

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Asset Management
Interest rate rises are just around the corner

Interest rate rises are just around the corner

15-06-2013, Column

You probably remember the 1990s when long-term interest rates were up above 9%. Nowadays, the same rates are around the 1.5% mark. Over the past 23 years, interest rates on balance have fallen consistently. This has meant mortgages have been issued at increasing [...]

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Interest rate
Shake-out looms for asset managers

Shake-out looms for asset managers

09-04-2013, Financiële Telegraaf

The Dutch market for independent asset management is having a tough time: for many involved insolvency or takeover is on the horizon. Their income model is coming under heavy pressure as they are no longer able to receive brokerage fees (commissions) from [...]

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Asset Management
Asset management: Regaining a taste for risk

Asset management: Regaining a taste for risk

04-03-2013, Eventail Magazine

After healthy performance in 2012, will equities confirm their excellent form throughout the current year? Are they the best choice, or just the least poor alternative? Should investors stop being afraid to take risks? These were the principal topics addressed [...]

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Asset classes
Asset Management: set asside your own interests

Asset Management: set asside your own interests

28-02-2013, Het Financieele Dagblad

Use an ‘open architecture’ and never stop questioning whether your decisions provide benefits for your customers. For advice to be genuinely independent, asset managers must have no other interest in the portfolio than the management fees they receive. That [...]

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Asset Management
Strategic investment with Wealtheon

Strategic investment with Wealtheon

13-02-2013, NederBelgisch Magazine

“Wealtheon is a fast-growing financial organisation specialising in international financial asset management for high-net-worth individuals and (semi-) institutional clients. We work together with international legal, fiduciary and fiscal service providers in [...]

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About Wealtheon
Dynamics and challenges for asset managers

Dynamics and challenges for asset managers

27-12-2012, De Telegraaf

Asset management is a dynamic business. You have to deal with trading on fast-moving, emotion-driven exchanges where investors are constantly entering and leaving. “You will only win the trust of your client with a sound approach and a well-founded vision", [...]

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Asset Management
2013: an important turning point

2013: an important turning point

13-12-2012, VEB.net

If we are to believe what we read, the world is full of gloom and woe. But believing everything you read is not something that investors need to do. They need to analyse the situation themselves and then draw their own conclusions. And these conclusions indicate [...]

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Macroeconomics
Weak growth in Europe

Weak growth in Europe

06-11-2012, Eindhovens Dagblad

Western Europe’s economy should grow slightly next year. “We expect a result just above the zero mark”, says Martien Verleg, director investments for Wealtheon, an Eindhoven-based asset management company. The emerging countries, led by China (+6 per [...]

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Macroeconomics
On the lookout for good news

On the lookout for good news

12-07-2012, VEB.net

Investors always respond to news that appears good. Economists react in the days following the news, when their criticism gets most attention. This means that positive investor sentiment can head back in the opposite direction as quickly as it improved. Investors [...]

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Asset Management
Foreign currency: 4 escape routes for your money from the euro

Foreign currency: 4 escape routes for your money from the euro

16-06-2012, Netto - De Tijd

Anyone who is afraid of an escalation of the euro crisis ought to keep a proportion of their savings outside the euro. But beware: not all escape routes are equally safe.

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Asset classes
The five favorite equities of Victor Zwart

The five favorite equities of Victor Zwart

21-05-2012, De Standaard

Every day, people try to reduce the risks of life to an acceptable level. At the same time, they try to profit from life’s chances. The same is true of asset managers. The impact of a sharp fall in equity prices should be limited as far as possible, while the [...]

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Asset classes
The Dutchman who manages the fortunes of the Belgians

The Dutchman who manages the fortunes of the Belgians

17-05-2012, Trends-Tendances

His father founded an asset management company in 1971. Thirty-seven years on, Victor Zwart followed in his footsteps, this time choosing Belgium.

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About Wealtheon
Victor Zwart’s five favourite equities

Victor Zwart’s five favourite equities

12-05-2012, De Tijd

Victor Zwart’s five favourite equities

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Asset classes
Wealtheon: The sector wants willingness to act

Wealtheon: The sector wants willingness to act

11-04-2012, Eindhovens Dagblad

The politicians need to do everything in their power to regain the confidence of the financial sector. Only then is there any chance of economic recovery. That is the argument put forward by Martien Verleg, portfolio management director of Wealtheon, in the new [...]

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Macroeconomics
Stock market outlook “quite favourable”

Stock market outlook “quite favourable”

18-01-2012, Eindhovens Dagblad

The Greek debt crisis and the subsequent euro crisis will leave some scars on the stock market this year, forecasts asset manager Wealtheon. Yet the circumstances and outlook are moderately positive.

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Macroeconomics
Equities to benefit in 2011

Equities to benefit in 2011

01-02-2011, Juliette & Victor

When we asked them in June 2010, the economists of private banks recommended that we should no longer be afraid of shares and return to the markets. This is an argument which has not changed today.

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Asset classes
Only decisions will lead to results

Only decisions will lead to results

01-05-2010, Diplomatic World

The Wealtheon Group is internationally known for their above-average track record in investments. The Group’s management consists of two generations, viz. Peter Zwart (68) and Victor Zwart (40). The corporate philosophy is based on entrepreneurial investment [...]

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About Wealtheon