With public equity markets trading close to all-time highs and low yields available from bonds, interest in private assets like infrastructure and private equity has risen.
Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.
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.
Yesterday’s softer US inflation reading has helped to settle stock markets but we still expect further rate increases and trade tensions to remain a concern.
With economic growth beginning to cool and the global policy backdrop starting to normalise, traditional asset classes face a number of challenges. In this series of articles, we discuss how the right alternatives strategy can help.
In the monthly update of our multi-asset team's asset allocation views, we discuss the best way to approach this stage of the market cycle.
From Italian elections to tech startups - we round up some of the charts that caught our eye in February.