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.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
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.
In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.