Luc Filip Luc Filip

18 years of experience
Head of Wealth Management Investments

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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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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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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