Each quarter, Jan Leroy, Buysse & Partners’ Chief Investment Officer, provides his view on the macro-economical evolution of the past quarter and looks forward to what to expect for the coming months. We have just uploaded the analysis and strategy report for the first quarter of 2014 with as key themes: (i) dissappointing US growth, (ii) bonds outperforming shares and (iii) the softer-than-expected start of Mrs. Yellen. The full report can be downloaded on the following link:


Enjoy reading!