Multi-Asset Solutions

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Markets

08OCT 2019

Is oil’s relationship with energy stocks slipping?

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening?

2019

SEPTEMBER

25SEP 2019

Markets

Three ways you can prepare for tougher markets

Economic, market and regulation challenges mean the future is likely to be more difficult than the past. Here are three ways that pension funds can overcome these obstacles.

19SEP 2019

Markets

What market returns might investors expect over the next ten years?

Investors with high hopes might be disappointed with our forecast market returns over the next decade.

16SEP 2019

Markets

Is gold the place to hide from negative yields?

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

05SEP 2019

Markets

Monthly markets review - August 2019

A look back at markets in August when shares declined and bonds outperformed amid rising concerns over the outlook for growth.

AUGUST

30AUG 2019

Markets

Our multi-asset investment views - August 2019

This month's update includes upgrades to US credit and downgrades to European credit, emerging market equities and Bunds.

06AUG 2019

Markets

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.

JULY

29JUL 2019

Markets

Our multi-asset investment views for July 2019

We've upgraded Bunds this month, while we remain neutral on stocks as we await greater clarity on the economic picture.