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.

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Forex

FOREX Weekly 13 September 2017

Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]

Focus

Contrarian investing in the italian banking crisis “The view [...] 13 September 2017

Playing the weakness in Italian financials on the back of the NPL crisis was one of our key themes in 2016. [...]

Focus

We do it the contrarian way! “Talk with our expert” 12 September 2017

Europe is becoming a more attractive place to do business. That’s why investors must have European stocks in their portfolios. [...]

Asset Allocation Insights

Our monthly view on asset allocation (August 2017) 28 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 [...]

Forex

Forex Weekly 16 August 2017

Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]

1 month in 10 snapshots

August 2017 11 August 2017

The lack of visible inflationary pressure in the US economy is an increasingly frustrating puzzle for the Federal Reserve.[...]

Forex

Forex Weekly 10 August 2017

Forex Weekly Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]

Forex

Forex Weekly 26 July 2017

Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]

Asset Allocation Insights

Our monthly view on asset allocation (July 2017) 02 August 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 [...]