Multi-Asset Solutions

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Economics

06DEC 2018

Monthly markets review - November 2018

Global equities posted modest gains in November but trade wars and growth worries remained clouds on the horizon.

2018

OCTOBER

29OCT 2018

Economics

Our multi-asset investment views for October 2018

This month in our update of our investment views, we have upgraded equities overall, and also specifically Japanese stocks.

25OCT 2018

Economics

Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

10OCT 2018

Economics

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

04OCT 2018

Economics

Quarterly markets review - Q3 2018

A review of markets in Q3 2018, when US equities powered ahead but political uncertainty and trade fears weighed on several other regions.

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.

06SEP 2018

Economics

Monthly markets review - August 2018

A review of markets in August when US equities advanced but other regions lost ground against a backdrop of trade tensions and a currency crisis in Turkey.

AUGUST

30AUG 2018

Economics

Our multi-asset views - August 2018

This month, in our update of our asset allocation views, we have downgraded commodities but retain a positive stance.