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
Portfolio perspectives
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Article
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Podcast
Talking heads – Bonds are...
The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior…
28/11/22
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White paper
Investment Outlook 2023 – Investing...
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
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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