Johanna Kyrklund

Chief Investment Officer and Global Head of Multi-Asset Investment

Highlight

Equities

25SEP 2019

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.

Multi-Asset

12DEC 2018

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2018

JULY

26JUL 2018

Multi-Asset

Mid-year markets: what's changed since January?

There has been good news and bad news for markets since the start of the year. Here's how it's changed our multi-asset investment strategy.

JUNE

19JUN 2018

Multi-Asset

Thoughts from the Investment Desk

Political issues continue to dominate the headlines - tariffs, North Korea, Brexit and European populism - and in most cases the political environment suggests some caution is warranted.

MAY

18MAY 2018

Multi-Asset

Could China’s bond market really be within investors' reach?

Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.

APRIL

24APR 2018

Multi-Asset

Why we are shifting gears for a volatile environment

We've been shifting our investment strategy down a gear by increasing diversification. Here's why.

11APR 2018

Multi-Asset

Thoughts from the Investment Desk

If the US economy continues to grow through the second quarter, the current expansion from trough to peak will equal and then surpass the second longest on record (106 months recorded between 1961 and 1969).

MARCH

28MAR 2018

Multi-Asset

Three coping strategies for a mature bull market

In the monthly update of our multi-asset team's asset allocation views, we discuss the best way to approach this stage of the market cycle.

12MAR 2018

Multi-Asset

Thoughts from the Investment Desk

Coping Strategies for Mature Bull Market