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.
This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.
Our forecasts for the next ten years show returns from market indices will continue to undershoot investors’ expectations.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Lesley-Ann Morgan and Jessica Ground discuss how to address the decisions regarding integrating ESG across multiple investments and setting a sustainability budget.
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.