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 has an excellent quarter
    • Europe more stable
    • Mixed picture for the emerging markets

  • Inflation
    • Picks up in the US
    • Core inflation remains low in the euro area

  • The US Federal Reserve continues to tighten policy

  • Markets a little more edgy

  • Outlook for corporate earnings remains robust

  • Escalating trade war poses the biggest risk, waiting to see what happens in Italy. No overall crisis in emerging markets.

What are we doing in the portfolios?

  • Asset allocation?
    • Shares above benchmark level: strong world economy, flexible monetary policy and robust earnings growth but ...
    • ... limited overweighting: fine levels, risks remain, the economy and earnings growth must not disappoint
       
  • Which preferences within the share component?
    • US (now including small caps) and Germany
    • High dividends in the euro area and Family Businesses form a solid foundation
    • Water exhibits long-term growth potential
       
  • What about bonds and cash?
    • Preference for cash over government bonds
    • Search for return through high-yield and convertible bonds

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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