Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.
Asset Allocation InsightsOur 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 [...]
Asset Allocation InsightsOur monthly view on asset allocation 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. [...]
FlashWe're all different, but must go hand in hand 08 March 2019
Discussions on gender equality are increasing, but the debate remains taboo. [...]
Asset Allocation InsightsOur 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. [...]
FocusLessons for contrarian investors in a new era of volatility 07 February 2019
One thing that is certain in this era of market volatility is our skills will be thoroughly tested. Read on for the 10 lessons in investing to help contrarians navigate this new stage of the cycle.