Asset allocation monthly – The...
There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of…
16/01/23
Portfolio perspectives
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White paper
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Podcast
Talking heads – Make way,...
In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground…
16/01/23
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Podcast
Talking heads – Upturn beckons...
We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and…
09/01/23
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Infographic
Infographic – Investing as the...
What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and…
04/01/23
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Article
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
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White paper
Major test ahead for improved...
Multi-asset portfolios benefited from an upturn in risk appetite – in particular via our long positions in US and Chinese…
06/12/22