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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.

2018

DECEMBER

28DEC 2018

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.

19DEC 2018

Equities

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

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

Multi-Asset

Outlook 2019: Multi-manager

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

04DEC 2018

Economic Views

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

NOVEMBER

26NOV 2018

Economic Views

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.

26NOV 2018

Multi-Asset

Our multi-asset views for November 2018

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