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Luc Filip
Asset Allocation Insights
Our monthly view on asset allocation (April 2019)
10 Apr 2019
Markets continued to move higher over the period as central banks are expected to remain accommodative, extending the business cycle. Despite that, we believe that it is now too late to chase the ral [...]
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Asset Allocation Insights
Our monthly view on asset allocation (March 2019)
14 March 2019
Markets and asset prices continued to trend positively, supported by monetary policies that shifted from a tentative normalization trend to neutral with a dovish bias. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (February 2019)
11 February 2019
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (November 2018)
22 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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Asset Allocation Insights
Our monthly view on asset allocation (October 2018)
23 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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Asset Allocation Insights
Our monthly view on asset allocation (September 2018)
28 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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Asset Allocation Insights
Our monthly view on asset allocation (August 2018)
10 August 2018
Our stance today is currently ‘risk-on’. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (July 2018)
13 July 2018
Overall economic, as well as EPS, growth is and is expected to remain quite solid. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (June 2018)
06 June 2018
Markets continue to muddle through against an overall supportive economic backdrop, with assets fully or fairly priced.
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