Market views

Highlight

Multi-Asset

24JUN 2019

Is this elderly market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

2019

MAY

29MAY 2019

Multi-Asset

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

29MAY 2019

Fixed Income

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?

24MAY 2019

Multi-Asset

Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

21MAY 2019

Equities

Three reasons why the UK stock market looks compelling

UK equities are unloved, undervalued and high yielding; an ideal scenario for stock pickers.

15MAY 2019

Watch/Listen

Multi-asset outlook: equities to grind higher

In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments, explains why she favours US and emerging market equities and expects stocks to continue to rise.

APRIL

29APR 2019

Equities

Two common errors that investors make…and how to overcome them

Compounding and portfolio rebalancing could have helped investors overcome emotional urges during a turbulent six months for stock markets. Duncan Lamont explains.

24APR 2019

Multi-Asset

Infographic: Sustainability Report Q1 2019

In the latest sustainability report we provide an update on the current state of play for sugar, and look at the legalisation of cannabis and climate challenges posed by feeding the planet.