Multi-Asset

Highlight

Economics

04JUL 2019

Quarterly markets review - Q2 2019

A look back at markets in Q2 when shares gained despite ongoing trade tensions.

Economics

24JUN 2019

2019

MAY

24MAY 2019

Economics

Our multi-asset views for May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

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

Economics

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.

MARCH

22MAR 2019

Economics

Our multi-asset views for March 2019

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

18MAR 2019

Economics

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.

FEBRUARY

25FEB 2019

Economics

Our multi-asset 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.

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.