Luc Filip Luc Filip

19 years of experience
Head of Private Banking Investments

Our monthly view on asset allocation (February 2019)
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
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Our monthly view on asset allocation (November 2018)
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]
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Our monthly view on asset allocation (October 2018)
While the causes and symptoms of later-cycle dynamics are legitimate, we are still constructive maintain our pro-risk stance of equities over bonds. [...]
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Our monthly view on asset allocation (September 2018)
While the macro backdrop continues to support risky assets, there are visible storm clouds gathering that could precipitate a change in risk appetite. [...]
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Our monthly view on asset allocation (July 2018)
Overall economic, as well as EPS, growth is and is expected to remain quite solid. [...]
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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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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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