Commodities

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Market Views: Multi-Asset

20JUN 2018

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.

Market Views: Equities

08JUN 2018

Market Views: Multi-Asset

04MAY 2018

2018

APRIL

19APR 2018

Market Views: Multi-Asset

Our multi-asset views for April 2018

We break down our views on all the major asset classes, from equities to currencies, in one simple infographic.

MARCH

20MAR 2018

Market Views: Equities

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.

JANUARY

18JAN 2018

Market Views: Equities

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

2017

NOVEMBER

02NOV 2017

Watch/Listen

60 seconds on the case for gold exposure

Gold is under-owned but some exposure may be needed as inflation is building alongside other risks.

02NOV 2017

Market Views: Multi-Asset

Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

AUGUST

09AUG 2017

Market Views: Equities

The global financial crisis 10 years on: six charts that tell the story

It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.

JUNE

16JUN 2017

Market Views: Equities

14 years of returns: history’s lesson for investors

This graphic shows the best and worst performing assets each year since 2003 and illustrates why diversifying your investments matters.