Economics
04OCT 2018
Politics and portfolios: how investors are adapting to a new normal
Politics is moving markets like never before. So how are fund managers adjusting?
Multi-Asset Solutions
Highlight
2018
SEPTEMBER
06SEP 2018
Economics
Monthly markets review - August 2018
A review of markets in August when US equities advanced but other regions lost ground against a backdrop of trade tensions and a currency crisis in Turkey.
AUGUST
30AUG 2018
Economics
Our multi-asset views - August 2018
This month, in our update of our asset allocation views, we have downgraded commodities but retain a positive stance.
24AUG 2018
Economics
Multi-asset income: how does it work?
With income a top priority for many investors, we examine the case for taking a multi-asset approach.
07AUG 2018
Economics
Can you learn from the "rebalancing" trick used by professional investors?
For investors to achieve - and retain - healthy long-term returns, we think an active rebalancing policy is essential.
06AUG 2018
Economics
Monthly markets review - July 2018
A look back at markets in July when global equities were supported by resilient economic data in the US and some strong corporate earnings.
JULY
27JUL 2018
Economics
Our multi-asset investment views for July 2018
Each month we round-up our views on a wide range of investment types from around the world. Here's what's changed this month.
26JUL 2018
Economics
Mid-year markets: what's changed since January?
There has been good news and bad news for markets since the start of the year. Here's how it's changed our multi-asset investment strategy.