Multi-Asset Solutions

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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

2019

NOVEMBER

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?

SEPTEMBER

26SEP 2019

Markets

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.

25SEP 2019

Markets

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.