Multi-Asset Solutions

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Multi-Asset

05DEC 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

02DEC 2019

Multi-Asset

02DEC 2019

2019

NOVEMBER

27NOV 2019

Multi-Asset

Our multi-asset investment views - November 2019

This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.

19NOV 2019

Multi-Asset

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

06NOV 2019

Multi-Asset

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

OCTOBER

31OCT 2019

Multi-Asset

Our multi-asset investment views - October 2019

Looking ahead, our biggest concern is the potential for corporate earnings disappointments in the US.

21OCT 2019

08OCT 2019

Multi-Asset

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

Multi-Asset

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.