Find below the analysis of our Chief Investment Officer, Erwin Deseyn, on the current market situation and the measures taken by CapitalatWork. You can also watch his latest video, available in french and  in dutch where he explains our point of view 1. A more brutal shock than expected Financial markets are shocked by the […]

After an impressively strong first half of the year, markets took a breather in the third quarter. The investment community had to thoroughly rethink its future projections because of a number of fundamental and interconnected shifts in macroeconomic, monetary, (geo)political and corporate economic parameters. Let us take a moment to go through these. Economy: fasten […]

“People always overestimate the changes that will happen over the short term, and underestimate the changes that will happen over the long term” (Bill Gates) It has been a fascinating first quarter for the financial markets. Two major trends had a pronounced influence. Strong economic growth The first major trend was the surprisingly strong economic […]

The last quarter of 2023 has ensured another “grand cru” year. Many reasons can be cited for this, but let us focus on the two most important ones. First, US economic growth in the second half of 2023 was much stronger than expected. You should be aware that the companies we invest generate 50% of […]

It might seem to you that not much has happened in the past quarter about our portfolios. Actually, you should not overlook the fact that our portfolios have held up well over this period. Beneath the surface, there have been some developments that could have major consequences and we need to be prepared for them. […]

There is uncertainty but also opportunity in the financial markets. 1. Your assets are being managed at what is an uncertain time. Geopolitical developments continue to surprise, with the recent developments in Russia being the latest unexpected twist. It is impossible to predict which direction things will go in Ukraine. But even if this might […]