Luc Filip Luc Filip

20 years of experience
Head of Discretionary Portfolio Management

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. [...]
SEE MORE
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. [...]
SEE MORE
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 [...]
SEE MORE
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. [...]
SEE MORE
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. [...]
SEE MORE
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. [...]
SEE MORE
Our monthly view on asset allocation (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 [...]
SEE MORE
Differentiated solutions required to overcome ‘age of anxiet [...]
With a global economic slowdown on the horizon, investors are fearful of the impact on markets. [...]
SEE MORE