Luc Filip Luc Filip

21 years of experience
Head of Private Banking Investments

Our monthly view on asset allocation (April 2020)
Suddently the global economy has been brought to an almost complete stop to try to contain the spread of Covid-19. [...]
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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 the world’s most dynamic economic area for weeks… Bu [...]
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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 and yield. [...]
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Central banks can sustain markets into 2020
Despite the unwavering commitment from central banks to continue injecting cash into the financial system, investors are worried. [...]
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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 leg up in equity markets. [...]
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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 investment landscape that it has become difficult to d [...]
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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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