Multi-Asset Solutions

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Outlook 2020

11DEC 2019

Outlook 2020: Multi-asset

Bond yields and economic growth are likely to remain subdued in 2020, with equities remaining relatively attractive, according to Johanna Kyrklund.

Monthly Market View

10DEC 2019

2019

NOVEMBER

22NOV 2019

Managers' views

Why “old tech” might surprise income investors

What happens when tech grows up?

11NOV 2019

Monthly Market View

Monthly markets review - October 2019

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

07NOV 2019

Managers' views

The five practical issues of incorporating ESG into multi-asset portfolios

We discuss the five practical issues asset owners need to address when implementing a sustainability budget for environmental, social and governance (ESG) considerations in multi-asset portfolios.

06NOV 2019

Managers' views

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?

05NOV 2019

Managers' views

Amid elevated volatility, where do opportunities lie?

In the near term, we believe volatility is likely to remain elevated as markets react to the shifting messages from US-China talks.

OCTOBER

31OCT 2019

Managers' views

Our multi-asset investment views - October 2019

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

15OCT 2019

Monthly Market View

Monthly markets review - September 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.