Multi-Asset

Highlight

Market Views: Multi-Asset

06AUG 2019

Monthly markets review - July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

Market Views: Multi-Asset

29JUL 2019

Market Views: Equities

04JUL 2019

2019

JUNE

25JUN 2019

Market Views: Multi-Asset

Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.

24JUN 2019

Market Views: Multi-Asset

Is this market losing its marbles?

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

MAY

29MAY 2019

Market Views: 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?

24MAY 2019

Market Views: Multi-Asset

Our multi-asset investment views - May 2019

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

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

23APR 2019

Market Views: Multi-Asset

Our multi-asset investment views for April 2019

This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.

MARCH

22MAR 2019

Market Views: Multi-Asset

Our multi-asset investment views for March 2019

In this month's multi-asset views we upgrade credit given more supportive central bank policies.