Multi-asset (70)
Markets and economics
Active Strategies Q3 Outlook: all change, please
If the market regime is changing, it may be time to pick your battles.
21 Jul 2022
2 min read
As John Roe highlighted in his blog in this series , we believe clients shouldn't lose sight of...
In the third part of our series exploring the asset-allocation response to inflation, we look at...
French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right...
Investment strategy
Allocations for inflation (part 1): the problem with inflation
Lacking a crystal ball to guide our inflation views, we must embrace the uncertainty and make...
11 Mar 2022
4 min read
In the third blog in our series on the crisis in Ukraine, we examine the effect on the European...
Geopolitics and inflation are notoriously hard to forecast, so instead we accept the uncertainty...
Taking a step back from day-to-day market movements, we have reflected on our team's overall...
