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EUB2024

Eelco Ubbels

Research Partner

Eelco Ubbels, a valued partner and member of our research team, contributes market-based Asset Allocation reports. These reports, brought about through a unique vision and discursive style, look in depth at both macro-economic and asset allocation themes. As part of this discussion both negative and positive views are brought forward in his detailed analysis. These reports are tailored to suit the needs of professional investors sitting on investment committees for pension funds, insurers and asset managers. 

Eelco has worked as an investment professional for over twenty five years with well-known names like AXA IM, Sector Investment Managers and Petercam. His responsibilities have included the investment of mutual funds, pension funds and client mandates. Eelco is also highly active within the CFA as the head of the tactical asset allocation committee. He has, in addition, founded the Tactical Asset Allocation group on Linked which, at over 3,800 members, is one of the site’s most active asset allocation groups.

Recent Publications

Fund Selection Insight: High-Dividend Stocks

Tuesday, 17 December 2024

Alongside our quarterly Fund Selection model, we also publish monthly updates with our 'Fund Selection model - Insights'. In these updates we will zoom in on markets and highlight specific fund selection opportunities. This month's focus is on High-Dividend Stocks.

 

Note: For the main Fund Selection Model - Q4 2024 - report, scroll down to the 'Previous Reports' section. Thematic insight reports like this are published in the months between. 

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Money Talks, Money Walks - December 2024

Monday, 09 December 2024

2024 promises to be a bumper year for equities. The party could very well continue next year, if the signals from our MTMW model are to be believed. However, one asset class disappoints with several downgrades in our model this month.

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Fund Selection Insight: Global Macro Investing

Monday, 18 November 2024

Alongside our quarterly Fund Selection model, we also publish monthly updates with our 'Fund Selection model - Insights'. In these updates we will zoom in on markets and highlight specific fund selection opportunities. This month's focus is on Global Macro investing.

 

Note: For the main Fund Selection Model - Q4 2024 - report, scroll down to the 'Previous Reports' section. Thematic insight reports like this are published in the months between. 

Read more

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