Daily Asset Allocation

Acronyms explained :

• GDP = Gross Domestic Product and is used to determine the "weight" of each country.

• EQ = Equity, stocks

• GDP bias gives you a choice which zone you want to get more weight in your allocation. Every investor has a natural geographical investment bias depending on where he/she lives :

  • World = a totally neutral GDP weight attribution, fitting for a true global investor

  • EMEA = Europe, Middle East and Africa : more weight is given to this zone

  • AMER = Americas (North and Latin) get more GDP weight in this setting

  • APAC = Asia Pacific countries get more GDP weight

An example

• An investor living in Germany (EMEA zone)

• Having a balanced investor profile

  will find his grid in the second row of blocks (all balanced profiles) and EMEA is found in every second column.

Daily Macro Heatmap

This map shows you in a glance 40 countries that we monitor for:

• Their last known annual GDP in comparable USD millions

• Their GDP growth TREND based on current growth and a 1-year forward looking forecast

• Their Inflation TREND based on current inflation and a 1-year forward looking forecast

  • The forecast period is noted as 4Q (4 Quarters).

Economic cycle

Based upon gdp growth and inflation TRENDS we get an idea of in which phase the economic cycle a country most likely is.

Preferred Asset Types for a given point in the economic cycle

A given asset type tends to perform better in a certain point of an economic cycle :

• Equity when Growth trends Up and Inflation trends Down

• Commodities when Growth trends Up and Inflation trends Up

• Cash when Growth trends Down and Inflation trends Up

• Bonds when Growth trends Down and inflation trends Down

At the bottom of the map you can see the corresponding preferred asset type.