Luc Filip Luc Filip

21 years of experience
Head of Discretionary Portfolio Management

2022 Market Outlook

By most measures, 2021 will be remembered as an extraordinary year for global risk assets and the world economy. At the time of writing, stocks, ho [...]

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Enjoying seasonal tailwinds

We keep our positive stance on risk assets and equity in particular. In the near-term, we continue to believe that strong earnings growth will more [...]

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Time to take some chips off the table

We are reducing part of our overweight equity stance in light of a more uncertain liquidity environment and the deterioration of some of our techni [...]

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Steady Growth
From Recovery to Steady Growth

18 months into the Covid pandemic, the world economy has experienced its shortest yet deepest recession ever, followed by one of the strongest reco [...]

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Market Outlook - H2 2021

Covid recoveries push global growth to four-decade high.

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World economic growth in 2021 will be the highest in at leas [...]

The ongoing global recovery is very strong. World economic growth this year will be the highest in at least four decades as economies recover from [...]

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Monitoring the global recovery

The global economic recovery continued through March with more evidence of improving industrial activity and commerce. US retail sales recorded the [...]

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The reflation trade is not over yet

When fear grips investors, the market can appear to be full of phantoms and poltergeists. As an explosive 2021 reaches another volatile cross-roads [...]

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Is the window closing to capture the cyclical upswing?

Staggering spikes in Covid-19 cases, all too expected Brexit disruptions and shocking anti-democratic developments in the US kicked off 2021 with a [...]

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