What strategy does KBC follow for your investment portfolio? And
where can you find information about our approach?
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 can you keep 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 brief
How do we see the world?
Slowdown or stabilisation?
Business confidence falls from previous high
Labour
market underpins consumer spending in the US
Growth in the
euro area revised upward
Chinese data still surprising on
the upside
Rising tensions drive oil price higher!
Not structurally higher > Drop expected
Limited
inflationary pressure… but Fed stays the course
Support
interest-rate scenario
Markets still nervous due to same reasons
Strong first quarter expected
What are we doing in the portfolios?
Asset allocation?
Shares above their
benchmark level
Strong global economy, flexible
monetary policy and robust earnings outlook but…
...shares are not cheap
Bonds below
their benchmark level, to the benefit of cash
Which preferences within the share component?
Euro area (Germany) and
emerging Asian markets
High dividends and family businesses
form a solid foundation
Water exhibits long-term growth
potential
What about bonds?
Preference for cash over
government bonds
Search for returns through high-interest
and convertible bonds
Looking to get regular updates of events on the stock markets? The
'Strategie & Accenten' e-zine explains the KBC Investment
Strategy and provides personal finance tips. Be quick off the mark and
check out this digital magazine on our website or the app
(for your tablet), only available in French and Dutch.
Download the 'Strategie & Accenten' app
Focus and theme sheets
In search of promising investment opportunities or looking to place a
certain emphasis in your investment portfolio? The focus areas below
provide near-term investment opportunities and the themes identify
opportunities for the longer term.
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