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 (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 [...]
FocusLooking further than environmental, social and governance (E [...] 29 October 2019
Global trends indicate that the flow of capital has been reshaped by the dawn of responsible capitalism. [...]
FlashDifferentiated 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. [...]
Asset Allocation InsightsOur monthly view on asset allocation (October 2019) 07 October 2019
The back-to-school season has been pretty eventful but has not provided much more clarity on the macroeconomic situation. [...]
FlashA guide to income in a low yield environment 02 October 2019
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.
Asset Allocation InsightsOur monthly view on asset allocation (September 2019) 12 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. [...]
Asset Allocation InsightsOur monthly view on asset allocation (August 2019) 23 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. [...]