Market insights, analysis and perspectives on wealth management, investment strategy and taxation

Semi-Annual investor letter | First half of 2026 – Between geopolitical tensions and the AI revolution

Semi-Annual investor letter | First half of 2026 – Between geopolitical tensions and the AI revolution

Dear clients, Addressing geopolitics has never been easy. The emotional weight, the proliferation of misinformation, and attempts at manipulation make analysis particularly challenging in a year like this, when the complexity of events requires a rigorous and balanced perspective more than ever. In the Middle East, attention quickly shifts away from human losses towards Trump’s […]
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Blue’s News and Views #121 – A First Half of 2026 to Remember

Blue’s News and Views #121 – A First Half of 2026 to Remember

9 July 2026 Click here to read the full letter from portfolio manager Ivan Nyssen: Blue’s News and Views No. 121 In his 121st letter, “Blue’s News & Views,” asset manager Ivan Nyssen reviews the performance of The Blue Fund SICAV funds during the first half of 2026, highlighting an especially positive period for the […]
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Balance de 2025 y perspectivas para 2026

Balance de 2025 y perspectivas para 2026

El año 2025 concluyó con un balance muy positivo para los mercados financieros y con resultados muy sólidos para nuestras carteras, a pesar de un contexto marcado por una elevada incertidumbre geopolítica, ajustes en la política monetaria y episodios recurrentes de tensión comercial.
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Blue’s News and Views #121 – A First Half of 2026 to Remember

Blue’s News and Views #121 – A First Half of 2026 to Remember

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