Johanna Kyrklund, Global Head of Multi-Asset Investments, lists her five key elements to structuring a successful multi-asset team.
Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.
Global Market Perspective
Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.
Our research shows that, given the poor performance of many value-orientated funds, investors would do well to choose their value factor carefully.