multi asset

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Can bonds once again play a bigger role as part of a well-diversified portfolio?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

We assess the evolving market landscape of the music streaming industry.

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

We provide our macro outlook for the second half of 2020.

Does recent US Federal Reserve activity hint at what lies ahead for US monetary policy?

We consider the role of liquid real assets in a diversified portfolio.

A global trade war could fuel rising inflation and renewed volatility.  

How can multi-asset investors manage a changing relationship between bond and equity markets?

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

With a climate-change sceptic in the White House, has our outlook for renewable-energy investment changed?

Rising inflation and currency weakness may combine to dampen the prospects for gilts over the medium term.

Infrastructure is currently a hot topic for investors, but what’s the reality?

Despite a relatively predictable first round, there may still be surprises ahead in the French presidential election.

A trip to a wind farm provides valuable on-the-ground insights.

Growing funding pressures and strong demand are helping to create investment opportunities in aviation finance.

State intervention is gaining pace in the corporate sector.

Why electric vehicle technology is moving up a gear