Investment strategy of Shareholders

What strategy does KBC follow for your investment portfolio? And where can you find information about our approach?

Investment strategy of Shareholders

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?

  • Economic growth back on track
    • America at full throttle
    • Stabilisation in Europse
    • Growth markets going through a difficult phase

  • Oil price scenario revised slightly upwards again
    • Still below the current level
    • Inflation remains under control

  • Federal Reserve and ECB in summer recess

  • Calm has returned somewhat to the markets

  • Waiting game for next set of corporate results

  • Escalating trade war poses the biggest risk

What are we doing in the portfolios?

  • Asset allocation?
    • Shares above their benchmark level: strong world economy, flexible monetary policy and robust earnings outlook but ...
    • ... limited overweighting: healthy levels, substantial risks, economy and earnings growth to provide confirmation
       
  • Which preferences within the share component?
    • Euro area (Germany) + America (NEW!)
    • High Dividends (in euro area) 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
       
  • Cash?
    • Limit maturities of interest-bearing assets

Strategie & Accenten e-zine (Strategy & Focus e-zine)

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.

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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