Insights

Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.

Asset Allocation Insights
 Our monthly view on asset allocation (November 2019) 11 November 2019
Brexit twists and turns on the one hand and Twitter-format US/China trade negotiations on the other have both become such regular features in our investment landscape that it has become difficult to d [...]
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Focus
 Looking further than environmental, social and governance (E [...] 29 October 2019
Global trends indicate that the flow of capital has been reshaped by the dawn of responsible capitalism. [...]
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Alternative Investments Insights
 May to August 2019 22 October 2019
We are very glad to announce that last June we received the prestigious 2019 HFM European Award Fund of Hedge Fund specialists for our fund of funds with an Uncorrelated strategy.
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Flash
 Differentiated solutions required to overcome ‘age of anxiet [...] 09 October 2019
With a global economic slowdown on the horizon, investors are fearful of the impact on markets. [...]
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Asset Allocation Insights
 Our monthly view on asset allocation (October 2019) 07 October 2019
The back-to-school season has been pretty eventful but has not  provided much more clarity on the macroeconomic situation. [...]
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Flash
 A guide to income in a low yield environment 02 October 2019
As the world is experiencing low nominal growth and investors brace for a long-lasting “Japanification” of economies worldwide the hunt for income steps up.
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Asset Allocation Insights
 Our monthly view on asset allocation (September 2019) 12 September 2019
As is often the case, August has not been as quiet a month in financial markets as those taking summer holidays would expect. [...]
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1 month in 10 snapshots
 July 2019 26 August 2019
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
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Asset Allocation Insights
 Our monthly view on asset allocation (August 2019) 23 August 2019
Financial markets have been spurred by the Federal Reserve and the ECB clearly signalling more monetary policy accommodation is in the cards for the second half of the year. [...]
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