Insights

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.

Differentiated solutions required to overcome ‘age of anxiet [...]
With a global economic slowdown on the horizon, investors are fearful of the impact on markets. [...]
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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. [...]
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A guide to income in a low yield environment
As the world is experiencing low nominal growth and investors brace for a long-lasting “Japanification” of economies worldwide the hunt for income steps up.
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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. [...]
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July 2019
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
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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 the second half of the year. [...]
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Back to Sub
The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use every available instrument in its toolbox, including a [...]
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Our monthly view on asset allocation (July 2019)
Here we go again – the desperate hunt for yield is back. [...]
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June 2019
The global growth trend has been slowing since last year. This extended into May, raising concerns around the economic outlook.[...]
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