KBC investment strategy

What strategy does KBC follow for your investment portfolio?

KBC investment strategy

What strategy does KBC follow for your investment portfolio?

Investment strategy

KBC keeps its finger on the pulse of the financial markets in order to build the best possible investment portfolio for you. The KBC investment strategy offers a concise overview of the current financial and economic climate and the resulting investment decisions.

How to stay up-to-date

Monthly video

Each month, a Dutch video is published that gives a clear view of the economic and financial markets. A specialist discusses any changes in strategy and goes through the investment decisions for the month in question.

The KBC investment strategy in short

How do we see the world?

Economy
  • World growth slows down; few signs of soil depletion

Oil price and inflation

  • In the US, underlying inflation remains around the 2% target; in Europe, it is still very low

Central banks and bond markets

  • ECB succeeds Federal Reserve with interest rate cut and restarts purchase programme
  • Fed is still lowering interest rates slightly

Risks

  • Brexit and expansion trade war remain the most important risks with potentially major impact on the economy

Stock markets and valuations

  • Stock markets vulnerable: again at peak levels compared to a much deteriorated economic picture
  • Bonds are very expensive, but interest rate normalization (increase) is postponed
     

What are we doing in the portfolios?

Asset allocation?

  • Shares slightly below standard
  • More stock market fluctuations: additional purchases on correction
  • Further increase positions only if the economy and profit growth resume and if there is clarity about risks

Which preferences within the equity component?

  • America, with the highest growth, is preferred
  • Buyback as a stable theme
  • Water as a long term growth story

What about bonds and cash?

  • Preference for cash to bonds
  • Secure government bonds as a stabiliser
  • More corporate bonds than high-yield currencies

Focus and theme sheets

Are you looking for promising investment opportunities or would you like to create your own focuses in your investment portfolio? The focus areas below provide near-term investment opportunities and the themes identify opportunities for the longer term.

Short-term focuses

Medium-term themes

Advisory texts

Our latest insights into various investment topics are given below. Use them to your benefit.

Asset classes

Bond markets

Bond themes

Regions and stock markets

Sectors and stock markets

Themes and stock markets

Alternative investments

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Comfort Portfolio Service

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KBC Funds

Funds that invest in shares, bonds, real estate or cash? Or do you prefer a particular country, sector or theme? KBC offers you a wide range to choose from.
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Third-party funds

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