Multi-Asset

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Economics

04APR 2018

Markets in March: six charts of the month

Facebook, Chinese trade, unemployment and out-of-favour UK all feature in the six charts that caught our eye last month.

2018

JANUARY

26JAN 2018

Economics

Why three is the magic number for 2018

We discuss the three factors that will determine whether the reflationary environment continues.

10JAN 2018

Economics

How can investors find sustainable income?

Demand for income remains strong but investors may be taking on more risk than they realise. We look at how to generate a sustainable income yield across asset classes.

2017

DECEMBER

01DEC 2017

Economics

Outlook 2018: Multi-asset

We are focused on generating returns while the going is good, but also remain alert to any sign that the benign backdrop may be changing.

01DEC 2017

Economics

Outlook 2018: Multi-manager

It will be important to seek a margin of safety when investing in 2018 as high valuations are widespread and inescapable.

NOVEMBER

29NOV 2017

Economics

14 years of investment returns: history’s lesson for investors

Equities were the best performing asset class between 2004 and 2017, but it has been a rollercoaster ride. Diversification can help you smooth out those highs and lows.

06NOV 2017

Economics

The acid test of active asset management

Active managers are more likely to outperform in certain market conditions, but our research finds that there is also a group that can outperform whatever the weather.

02NOV 2017

Economics

Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.