Luc Filip Luc Filip

21 years of experience
Head of Discretionary Portfolio Management

Prepare for a new year’s rotation
Following the initial uplift from the announcement of a Covid-19 vaccine, markets have slowed, caught between optimism for the 2021 outlook and short- term concerns around the second wave impact.
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2021 MARKET OUTLOOK - No vaccine for low growth
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
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How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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Our monthly view on asset allocation (April 2020)
Suddently the global economy has been brought to an almost complete stop to try to contain the spread of Covid-19. [...]
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Our monthly view on asset allocation (March 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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Our monthly view on asset allocation (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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Central banks can sustain markets into 2020
Despite the unwavering commitment from central banks to continue injecting cash into the financial system, investors are worried. [...]
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Our monthly view on asset allocation (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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