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Two Roads to Neutral: Why Tech Positions Are Turning While the Consensus Stays Overweight
Candriam and Invesco converge from opposite directions
Jul 25
•
Eelco Ubbels
9
2
5
Buy Technology and You Buy America — and Dollars
One sector bet, three positions — and the Asset Allocation Award winner disagrees.
Jul 23
•
Eelco Ubbels
5
8
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
7
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
6
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
9
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
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