Multi-Asset

Highlight

Market Views: Multi-Asset

18JAN 2019

Our multi-asset views for January 2019

Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.

Market Views: Multi-Asset

28DEC 2018

Market Views: Equities

19DEC 2018

2018

DECEMBER

12DEC 2018

Market Views: Multi-Asset

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

12DEC 2018

Market Views: Multi-Asset

Outlook 2019: Multi-manager

Avoid the crowds in 2019; focus instead on value, gold and maybe even the UK.

NOVEMBER

26NOV 2018

Economic Views

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

26NOV 2018

Market Views: Multi-Asset

Our multi-asset views for November 2018

Our asset allocation views this month include changes to our views on energy and gold.

OCTOBER

24OCT 2018

Market Views: Multi-Asset

Our multi-asset views for October 2018

Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.

10OCT 2018

Market Views: Multi-Asset

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

SEPTEMBER

27SEP 2018

Market Views: Multi-Asset

What's on investors' minds, in eight polls

Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.