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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: Multi-Asset Aggressive

Wednesday, 18 September 2024

Note: For the main Fund Selection Model - Q3 2024 - report, scroll down to the 'Previous Reports' section. Thematic insight reports like this are published in the months between. 

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 Multi-Asset Aggressive.

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Money Talks, Money Walks - September 2024

Monday, 09 September 2024

August started with a sharp increase in financial market volatility, but ended on much calmer footing, with our Money Talks Money Walks model pointing to a risk-on investment climate. Will the markets remain calm or will September - historically a bad month for equities - herald the (re)start of a tumultuous period for investors? 

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Fund Selection Insight: The Tech Universe

Monday, 19 August 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 the tech sector.

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