Talking Heads – Offence or...
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination…
22/05/23
Multi-asset
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Podcast
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Article
Weekly Market Update – Murky...
Significant headwinds from tighter monetary and fiscal policy are starting to slow growth in the eurozone. However, the labour market…
18/05/23
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White paper
Asset Allocation Monthly – Different...
In our latest Asset Allocation Monthly, we present our view of where the three main regions are in the different…
10/05/23
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White paper
Asset allocation monthly – Five...
In our latest Asset Allocation Monthly report, we discuss five key changes to our multi-asset portfolios. First, we are now…
26/04/23
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Article
Multi-asset update: Shifting out of...
We have shifted to a modest long position in the Japanese yen against the euro in our multi-asset portfolios. The…
20/01/23
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Video
Video – Identifying the four...
Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss…
20/01/23