Luc Filip Luc Filip

21 years of experience
Head of Discretionary Portfolio Management

Market Outlook - H2 2021
Covid recoveries push global growth to four-decade high.
SEE MORE
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 2020’s huge shock. [...]
SEE MORE
Monitoring the global recovery
The global economic recovery continued through March with more evidence of improving industrial activity and commerce. [...]
SEE MORE
The reflation trade is not over yet
When fear grips investors, the market can appear to be full of phantoms and poltergeists. [...]
SEE MORE
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 bang. [...]
SEE MORE
Prepare for a new year’s rotation
Following the initial uplift from the announcement of a Covid-19 vaccine, markets have slowed, caught between optimism for the 2021 outlook and short- term concerns around the second wave impact.
SEE MORE
2021 MARKET OUTLOOK - No vaccine for low growth
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
SEE MORE
How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
SEE MORE
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. [...]
SEE MORE