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Luc Filip
Focus
How investors can mitigate a second wave meltdown
29 May 2020
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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Asset Allocation Insights
Our monthly view on asset allocation (April 2020)
24 Apr 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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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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