Maurice Harari Maurice Harari

17 years of experience
Senior Portfolio Manager

Our monthly view on asset allocation (May 2020)

The past three months have been truly extraordinary and difficult for just about everyone in the world. From an investor’s point of view, this peri [...]

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 [...]

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 [...]

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 [...]

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 i [...]

Our monthly view on asset allocation (October 2019)

The back-to-school season has been pretty eventful but has not  provided much more clarity on the macroeconomic situation. The jury is still out on [...]

Our monthly view on asset allocation (September 2019)

As is often the case, August has not been as quiet a month in financial markets as those taking summer holidays would expect. After two months wher [...]

July 2019

The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]

Our monthly view on asset allocation (August 2019)

Financial markets have been spurred by the Federal Reserve and the ECB clearly signalling more monetary policy accommodation is in the cards for th [...]