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- Juliana Auger
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- Ugo Biancaniello
- Guido Bolliger
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- Christophe Campana
- Michael Clements
- Guillaume Compeyron
- Alasdair Cummings
- Michalis Ditsas
- Luc Filip
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Luc Filip
Asset Allocation Insights
Our monthly view on asset allocation (March 2020)
20 February 2020
Let’s be honest: of the potential risks in 2020, we cannot pretend we had identified the outbreak of a new bat-transmitted virus that would cripple the world’s most dynamic economic area for weeks… Bu [...]
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Asset Allocation Insights
Our monthly view on asset allocation (February 2020)
07 February 2020
2020 has started the way last year ended: with investors’ unabated appetite for equities and credit spreads in a seemingly frantic quest for return and yield. [...]
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Flash
Central banks can sustain markets into 2020
13 January 2020
Despite the unwavering commitment from central banks to continue injecting cash into the financial system, investors are worried. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (December 2019)
06 December 2019
The resumption of talks between the US and China, declining political risk in the UK and a third Fed rate cut in four months have supported another leg up in equity markets. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (November 2019)
11 November 2019
Brexit twists and turns on the one hand and Twitter-format US/China trade negotiations on the other have both become such regular features in our investment landscape that it has become difficult to d [...]
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Flash
Differentiated solutions required to overcome ‘age of anxiet [...]
09 October 2019
With a global economic slowdown on the horizon, investors are fearful of the impact on markets. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (October 2019)
07 October 2019
The back-to-school season has been pretty eventful but has not provided much more clarity on the macroeconomic situation. [...]
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Flash
A guide to income in a low yield environment
02 October 2019
As the world is experiencing low nominal growth and investors brace for a long-lasting “Japanification” of economies worldwide the hunt for income steps up.
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