Multi-Asset Solutions

Highlight

Markets

24JUN 2019

Is this elderly market losing its marbles?

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

2019

MAY

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.

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.

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.

04APR 2019

Markets

Quarterly markets review - Q1 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.