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.
The focus on lowering sulphur and carbon emissions from marine fuels may increase demand for liquefied natural gas
Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.
Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.
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.