Commodities

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16AUG 2019

Is now the time to invest in gold?

In this short video James Luke gives three reasons why he believes now is the right time to think about increasing gold exposure.

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Market Views: Multi-Asset

06AUG 2019

Market Views: Equities

04JUL 2019

2019

APRIL

04APR 2019

Market Views: Multi-Asset

Quarterly markets review - Q1 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.

MARCH

06MAR 2019

Market Views: Multi-Asset

Monthly markets review - February 2019

A look back on markets in February when easing trade tensions helped support equity market gains.

FEBRUARY

06FEB 2019

Market Views: Multi-Asset

Monthly markets review - January 2019

A look back on markets in January, when equities received a lift from signals that the US Federal Reserve would be more patient with interest rate increases.

JANUARY

07JAN 2019

Market Views: Multi-Asset

Quarterly markets review - Q4 2018

A look back on markets in Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth.

02JAN 2019

Economic Views

Why oil could bounce back in 2019

Following the recent oil price plunge, we look at the outlook for oil supply and demand in the coming year.

2018

DECEMBER

12DEC 2018

Market Views: Equities

Outlook 2019: Commodities

We look across the range of commodities and find that supply and demand dynamics should mean elevated anxiety levels can be overcome and drive positive returns in 2019.

JUNE

20JUN 2018

Market Views: Multi-Asset

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.