Markets
02DEC 2019
Monthly markets review - November 2019
A review of markets in November when shares in developed markets moved higher but emerging markets lagged.
Multi-Asset
Highlight
2019
OCTOBER
21OCT 2019
Markets
Four charts that show why “old tech” might surprise income investors
What happens when tech grows up?
16OCT 2019
Economics
The "inescapable truths" one year on: what's changed?
A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
08OCT 2019
Markets
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?
04OCT 2019
Markets
Quarterly markets review - Q3 2019
A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.
SEPTEMBER
26SEP 2019
Markets
Our multi-asset investment views – September 2019
We continue to tread a careful line, benefiting from the liquidity environment without taking too much cyclical risk.
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.
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.