Luc Filip Luc Filip

18 years of experience
Head of Wealth Management Investments

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.
SEE MORE
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. [...]
SEE MORE
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 [...]
SEE MORE
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 [...]
SEE MORE
Our monthly view on asset allocation (June 2017)
Political uncertainty may remain the biggest unknown risk, if it’s large enough to lead to policy uncertainties.
SEE MORE
Our monthly view on asset allocation (May 2017)
Overall, the outlook for the global economy appears, therefore, to be fundamentally positive, but not as positive to require a rapid monetary policy tightening.
SEE MORE