Multi-asset

Diversified relative-value alpha streams can provide attractive and scalable risk-adjusted return potential.

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

How humans and machines can thrive together in a new market regime.

We explain why we are bullish on some investment trusts.

We analyse how potentially higher-for-longer inflation could influence markets over the coming months.

We discuss why we believe the electric-vehicle (EV) trade is set for a boost.

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.

We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.

We explore how trend-following strategies can be implemented and optimised for investors.

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?

Amid price instability, heightened geopolitical risks and volatility, investment opportunities remain.

How a focus on innovation and technology could help drive food sector returns in 2023.

We discuss the uncertain outlook facing the global economy and financial markets.

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.

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.