Hartwig Kos Hartwig Kos

19 years of experience

Key Things Investors Should Consider In 2018

Macroeconomic backdrop is supportive of ‘risk-on’. This can quickly change, but for now, a lack of inflation pressure and positive growth should fu [...]

Our monthly view on asset allocation (August 2018)

Our stance today is currently ‘risk-on’. That said, this is not 2017 and asset allocation is critically important given the many risks that investo [...]

Our monthly view on asset allocation (July 2018)

Overall economic, as well as EPS, growth is and is expected to remain quite solid. It is very likely not going to be as strong as we were expecting [...]

Our monthly view on asset allocation (June 2018)

Markets continue to muddle through against an overall supportive economic backdrop, with assets fully or fairly priced.

Our monthly view on asset allocation (May 2018)

While there haven’t been many changes in the economic backdrop, which overall remains supportive, noise levels have nonetheless risen significantly [...]

Navigating uncertain times through high conviction, diversified investing

The early months of 2018 have been challenging for investors across asset classes. Stretched equity valuations exacerbated declines in global stock [...]

Our monthly view on asset allocation (April 2018)

There are plenty of reasons to be cautious, and that thus explains the current challenging market environment: the Facebook data scandal, trade dis [...]

Our monthly view on asset allocation (March 2018)

The return of volatility at the beginning of February resulted from the unwinding of the great goldilocks consensus: inflation is now gradually con [...]

Our monthly view on asset allocation (October 2017)

Godot finally arrived. After nine years and three quantitative-easing programmes (QE 1, 2 and 3), the Fed began to reduce its balance sheet this mo [...]