Multi-Asset Solutions

09JAN 2019

Global Market Perspective

Q1 2019

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.

07JAN 2019


Quarterly markets review - Q4 2018

A look back on markets in Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth.



28DEC 2018


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.

19DEC 2018


Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

12DEC 2018


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


Outlook 2019: Multi-manager

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

06DEC 2018


Monthly markets review - November 2018

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


26NOV 2018


Our multi-asset views for November 2018

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

21NOV 2018


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.

06NOV 2018


Mind the GARP – Growth At a Ridiculous Price

Evidence is accumulating that the market leadership of growth stocks is now fracturing. If true, it could herald a dramatic reversal in many of the trends of recent years.