Asset allocation highlights: Removing the...
After a good start, September saw equity markets take a hit, particularly in emerging Asia. Investor concerns about the pandemic…
05/10/21
Multi-asset
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Article
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Video
Asset allocation video – The...
The latest wave of the pandemic is delaying a return to (a form of) normal, adding to constraints on production,…
07/09/21
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Article
Asset allocation highlights – The...
In the short term, geopolitical tensions and the transition to a less dovish US monetary policy could trigger market jitters.…
01/09/21
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Article
Mid-year outlook 2021 – What...
Investors’ views on the outlook for growth have gone from acceleration to anticipation of the coming peak, while on inflation,…
21/07/21
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Article
Asset allocation video – Dots...
Market expectations for strong economic growth and still generous fiscal and monetary policies should underpin risky assets in the second…
09/07/21
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Article
Mid-year outlook 2021 – The...
Investors’ views on the outlook for growth have gone from acceleration to anticipation of the coming peak, while on inflation,…
07/07/21