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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 Model | Q2 2025

Wednesday, 16 April 2025

Our Fund Selection Model uses 4 factors (performance, consistency, costs & risk) to select a top 30 of investment funds (including ETF’s) for every major asset class. The results for 16 large asset classes are clearly presented each quarter in our Fund Selection Performance Review. A big help in making informed and objective choices regarding the selection of investment funds.

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Money Talks, Money Walks - April 2025

Monday, 14 April 2025

Due to the correction at financial markets, there are several changes in the asset allocation recommendations of our Money Talks Money Walks model. The mood is no longer ‘risk on’, but we don’t see a total capitulation of investor sentiment yet.

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Money Talks, Money Walks - March 2025

Monday, 10 March 2025

Increasing geopolitical and economic uncertainty have caused more volatility in financial markets. Hence, changes in the trend indicator of our Money Talks Money Walks model have led to a number of asset allocation recommendation changes this month.

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