Asset Allocation Video – Goldilocks...
Markets have experienced another big swing in sentiment, shifting towards a more reasonable scenario when it comes to their expectations…
18/04/24
Multi-asset
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Video
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White paper
Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
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White paper
Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24
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White paper
Asset Allocation Monthly – Challenging...
Recent growth and inflation data have challenged the ‘immaculate Goldilocks’ narrative the market has been following since the closing months…
08/03/24
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White paper
Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
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Podcast
Talking Heads – The newly...
The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following…
22/01/24