Multi-Asset

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Markets

24JUN 2019

Is this elderly market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

2019

MAY

15MAY 2019

Watch/Listen

Multi-asset outlook: equities to grind higher

In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments, explains why she favours US and emerging market equities and expects stocks to continue to rise.

APRIL

23APR 2019

Markets

Our multi-asset investment views for April 2019

This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.

MARCH

22MAR 2019

Markets

Our multi-asset investment views for March 2019

In this month's multi-asset views we upgrade credit given more supportive central bank policies.

21MAR 2019

Markets

10-year forecasts: our expectations for returns from the major asset classes

Our forecasts for the next ten years show returns from market indices will continue to undershoot investors’ expectations.

18MAR 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

13MAR 2019

Markets

Multi-asset investments: Managing sustainability from a total portfolio perspective

Lesley-Ann Morgan and Jessica Ground discuss how to address the decisions regarding integrating ESG across multiple investments and setting a sustainability budget.

FEBRUARY

25FEB 2019

Markets

Our multi-asset investment views for February 2019

In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening.