Multi-Asset

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Markets

12DEC 2018

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

Markets

12DEC 2018

2018

NOVEMBER

22NOV 2018

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.

21NOV 2018

Markets

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

06NOV 2018

Markets

Mind the GARP – Growth At a Ridiculous Price

Evidence is accumulating that the market leadership of growth stocks is now fracturing. If true, it could herald a dramatic reversal in many of the trends of recent years.

OCTOBER

24OCT 2018

Markets

Our multi-asset views for October 2018

Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.

10OCT 2018

Markets

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

SEPTEMBER

27SEP 2018

Markets

What's on investors' minds, in eight polls

Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.

24SEP 2018

Markets

Our multi-asset views - September 2018

Currencies dominate the changes in our asset allocation views this month, including an upgrade for the US dollar.