Multi-Asset

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Market Views: Multi-Asset

22MAR 2019

Our multi-asset investment views for March 2019

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

2019

JANUARY

18JAN 2019

Market Views: Multi-Asset

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.

2018

DECEMBER

28DEC 2018

Market Views: Multi-Asset

Our multi-asset views for December 2018

In our latest monthly update we discuss rising market volatility, our upgrade to gold and bonds as a diversifier.

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

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.

21NOV 2018

Market Views: Multi-Asset

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.

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.