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.

FOREX Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Contrarian investing in the italian banking crisis “The view [...]
Playing the weakness in Italian financials on the back of the NPL crisis was one of our key themes in 2016. [...]
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We do it the contrarian way! “Talk with our expert”
Europe is becoming a more attractive place to do business. That’s why investors must have European stocks in their portfolios. [...]
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Our monthly view on asset allocation (August 2017)
The economic backdrop remains favourable with positive global growth momentum, especially outside the US, and a lack of inflationary pressures allowing central banks to remain on the accommodative sid [...]
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Forex Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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August 2017
The lack of visible inflationary pressure in the US economy is an increasingly frustrating puzzle for the Federal Reserve.[...]
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Forex Weekly
Forex Weekly   Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Forex Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Our monthly view on asset allocation (July 2017)
The risks are either that economic and inflation expectations dive suddenly or central banks start realising that the side-effects of their ultra-loose policy are getting larger than the expected bene [...]
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