Hartwig Kos Hartwig Kos

13 years of experience
Multi Asset Portfolio Manager

Key points Investors should consider in 2018
Looking ahead in 2018, we consider the impact of Inflation and geopolitics to investments, examine the valuation level of assets and assess the risk of the market, in order to establish the key factor [...]
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1 Year of President Trump
It has now been almost twelve months since the popular TV show ‘The Apprentice’ moved to the White House. [...]
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Our monthly view on asset allocation (November 2017)
While the economic backdrop, earnings-per-share growth and sentiment remain supportive, asset prices have now more or less priced in the current goldilocks scenario.
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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 month. [...]
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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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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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