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Two Award Winners Clash Over High Yield, Despite Shared Confidence in Equities
UBP’s Europe tilt leaves the official rating unchanged
Jul 19
•
Eelco Ubbels
4
3
4
J.P. Morgan Stays Overweight U.S. and Emerging Market Equities While Pictet's Ten-Year View Argues for Less
Two time horizons, one shared verdict on U.S. equities.
Jul 11
•
Eelco Ubbels
5
8
18 Nominations in 11 Years: What ING Investment Office Does Systematically Differently From the Big Anglo-Saxon Asset Managers
Architecture beats talent. Here’s the proof.
Jul 7
•
Eelco Ubbels
3
8
Three Managers Are Neutral on the US. But Disagree on What Comes Next
One rating, three exits, no consensus shift.
Jul 4
•
Eelco Ubbels
3
8
The complete Asset Allocation Awards 2026 list, with direct links to every report
Twenty-five reports, ready to open, no summary in between.
Jul 2
•
Eelco Ubbels
2
8
June 2026
High Yield at 7%: Why Federated Hermes and UBP Are Not Buying
Income holds the case together. Spreads, well below average, do not.
Jun 30
•
Eelco Ubbels
5
2
9
AI Builds Itself — But Who Pays the Bill?
Two award-winning managers see the same market rally, and agree that most of the good news is already priced in.
Jun 27
•
Eelco Ubbels
4
2
7
I Made a Call During the Japan Tsunami. I Still Don't Know If It Was Right.
The chain of assumptions behind every allocation call.
Jun 24
•
Eelco Ubbels
7
9
Three Asset Managers Agree On AI, But Split Sharply On Bond Duration
One signal points to structurally higher rates — not yet widely shared.
Jun 20
•
Eelco Ubbels
6
3
8
ASML Doubles. Your Gain: 0.30%
Most investors skip the most important question: how much of your portfolio is actually in equities?
Jun 18
•
Eelco Ubbels
3
8
Same Macro, Two Portfolios: What UBP and Robeco Are Doing Differently Right Now
Markets keep advancing despite the macro, UBP explains why, Robeco builds a hedge.
Jun 13
•
Eelco Ubbels
9
8
3 Asset Managers Read the Same Earnings Data. Nobody Reduced Equity Because of It
Pictet upgrades. Federated holds. Northern Trust warns. The consensus is moving, and the gap between analysis and positioning says more than the…
Jun 6
•
Eelco Ubbels
3
8
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