Multi-Asset Solutions

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Markets

16SEP 2019

Is gold the place to hide from negative yields?

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

Markets

12DEC 2018

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2018

DECEMBER

06DEC 2018

Markets

Monthly markets review - November 2018

Global equities posted modest gains in November but trade wars and growth worries remained clouds on the horizon.

NOVEMBER

06NOV 2018

Markets

Monthly markets review - October 2018

A review of markets in October when shares fell sharply amid ongoing concerns over global growth and trade.

OKTOBER

29OKT 2018

Markets

Our multi-asset investment views for October 2018

This month in our update of our investment views, we have upgraded equities overall, and also specifically Japanese stocks.

10OKT 2018

Markets

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

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

04OKT 2018

Markets

Quarterly markets review - Q3 2018

A review of markets in Q3 2018, when US equities powered ahead but political uncertainty and trade fears weighed on several other regions.

SEPTEMBER

06SEP 2018

Markets

Monthly markets review - August 2018

A review of markets in August when US equities advanced but other regions lost ground against a backdrop of trade tensions and a currency crisis in Turkey.

AUGUSTUS

30AUG 2018

Markets

Our multi-asset views - August 2018

This month, in our update of our asset allocation views, we have downgraded commodities but retain a positive stance.