Multi-Asset Solutions

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Markets

06AUG 2019

Monthly markets review - July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

2019

JULY

04JUL 2019

Markets

Quarterly markets review - Q2 2019

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

JUNE

25JUN 2019

Markets

Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.

24JUN 2019

Markets

Is this market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

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.

16MAY 2019

Markets

The five practical issues of incorporating ESG into multi-asset portfolios

We discuss the five practical issues asset owners need to address when implementing a sustainability budget for environmental, social and governance (ESG) considerations in multi-asset portfolios.