Asset Allocation

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Economics

23APR 2019

Our multi-asset 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.

2019

JANUARY

18JAN 2019

Economics

Our multi-asset investment views for January 2019

In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.

2018

DECEMBER

28DEC 2018

Economics

Our multi-asset views for December 2018

In our latest monthly update we discuss rising market volatility, our upgrade to gold and bonds as a diversifier.

SEPTEMBER

30SEP 2018

Economics

Our multi-asset views for September 2018

Here's what's changed in our views on a wide range of investment types this month, with a number of changes in the currencies space.

MAY

23MAY 2018

Economics

Our multi-asset investment views - May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

APRIL

25APR 2018

Economics

Our latest multi-asset investment views - April 2018

We break down our views on all the major asset classes, from shares to currencies, in one simple infographic.

2017

SEPTEMBER

14SEP 2017

Economics

Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.

2016

JULY

19JUL 2016

Economics

13 years of returns: history’s lesson for investors

This table shows how five main types of investment have performed in each of the last 13 years, underlining why diversification is so important to your portfolio.