Multi-Asset

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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

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.

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.

MARCH

22MAR 2019

Markets

Our multi-asset investment views for March 2019

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

21MAR 2019

Markets

10-year forecasts: our expectations for returns from the major asset classes

Our forecasts for the next ten years show returns from market indices will continue to undershoot investors’ expectations.

18MAR 2019

Markets

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.

13MAR 2019

Markets

Multi-asset investments: Managing sustainability from a total portfolio perspective

Lesley-Ann Morgan and Jessica Ground discuss how to address the decisions regarding integrating ESG across multiple investments and setting a sustainability budget.