Multi-Asset Solutions

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Markets

04JUL 2019

Quarterly markets review - Q2 2019

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

2019

JUNE

06JUN 2019

Markets

Monthly markets review - May 2019

A look back at markets in May when stocks fell as trade tensions ratcheted up.

MAY

29MAY 2019

Markets

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

24MAY 2019

Markets

Our multi-asset investment views - May 2019

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

07MAY 2019

Markets

Monthly markets review - April 2019

A look back at markets in April when stocks continued to move higher amid encouraging economic data.

APRIL

23APR 2019

Markets

Our multi-asset investment 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.

08APR 2019

Global Market Perspective

Global Market Perspective - Q2 2019

Our latest economic and asset allocation views include a note on the prospects for US corporate earnings.

08APR 2019

Global Market Perspective

Global Market Perspective - Q2 2019

Our latest economic and asset allocation views include a note on the prospects for US corporate earnings.