Multi-Asset Solutions

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Market Views: Multi-Asset

08OCT 2019

Is oil’s relationship with energy stocks slipping?

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening?

Market Views: Multi-Asset

04OCT 2019

Market Views: Equities

26SEP 2019

2019

SEPTEMBER

25SEP 2019

Market Views: Equities

Three ways you can prepare for tougher markets

Economic, market and regulation challenges mean the future is likely to be more difficult than the past. Here are three ways that pension funds can overcome these obstacles.

16SEP 2019

Market Views: Multi-Asset

Is gold the place to hide from negative yields?

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

05SEP 2019

Market Views: Multi-Asset

Monthly markets review - August 2019

A look back at markets in August when shares declined and bonds outperformed amid rising concerns over the outlook for growth.

AUGUST

30AUG 2019

Market Views: Multi-Asset

Our multi-asset investment views - August 2019

This month's update includes upgrades to US credit and downgrades to European credit, emerging market equities and Bunds.

JULY

29JUL 2019

Market Views: Multi-Asset

Our multi-asset investment views for July 2019

We've upgraded Bunds this month, while we remain neutral on stocks as we await greater clarity on the economic picture.

04JUL 2019

Market Views: Equities

Quarterly markets review - Q2 2019

A look back at markets in Q2 when shares gained despite ongoing trade tensions.

JUNE

25JUN 2019

Market Views: Multi-Asset

Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.