Multi-Asset

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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.

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?

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.

02OCT 2019

Managers' views

Our multi-asset investment views - September 2019

We continue to tread a careful line, benefiting from the liquidity environment without taking too much cyclical risk.

AUGUST

30AUG 2019

Managers' views

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.