Hartwig Kos Hartwig Kos

13 years of experience
Multi Asset Portfolio Manager

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.
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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. [...]
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Navigating uncertain times through high conviction, diversif [...]
The early months of 2018 have been challenging for investors across asset classes. [...]
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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 disputes, monetary policy tightening and softer economic [...]
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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 converging towards major developed markets central banks [...]
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Our monthly view on asset allocation (February 2018)
So far, so good and we can’t rule out that last year’s rational exuberance could transform this year into a more irrational form - next step, euphoria?
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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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