Multi-asset update – Trimming our...
Weighing up a generally gloomier economic outlook, the limited readability of the Chinese market after September’s Politburo meeting, and the…
14/12/22
Equity
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Article
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Article
Babies and bath water: Is...
The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen…
30/11/22
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Podcast
Talking heads – Asset allocation...
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy.…
22/11/22
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Video
Video – Caution to prevail...
Watch our video with Daniel Morris, chief market strategist, and global head of multi-asset Maya Bhandari as they discuss the…
22/11/22
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Article
Asset allocation update – Lessons...
After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia.…
21/11/22
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Podcast
Talking heads – Slow-motion recession...
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…
26/09/22