Multi-Asset Solutions

Highlight

Markets

05DEC 2019

Monthly markets review - November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

Markets

02DEC 2019

Markets

02DEC 2019

2019

NOVEMBER

27NOV 2019

Markets

Our multi-asset investment views - November 2019

This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.

19NOV 2019

Markets

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

06NOV 2019

Markets

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

OCTOBER

31OCT 2019

Markets

Our multi-asset investment views - October 2019

Looking ahead, our biggest concern is the potential for corporate earnings disappointments in the US.

21OCT 2019

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

15OCT 2019

Thought Leadership

Five factor investing mistakes - and how to navigate them

It's not been plain sailing for factor investing in recent years, but we've identified some ways to improve the chances of its success.