Multi-asset (70)

Active Strategies Q3 Outlook: all change, please
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.

By Colin Reedie

21 Jul 2022

2 min read

Allocations for inflation (part 5): a tale of three asset classes
John Southall
Investment strategy

Allocations for inflation (part 5): a tale of three asset classes

As John Roe highlighted in his blog in this series , we believe clients shouldn't lose sight of...
By John Southall
31 Mar 2022
4 min read
Allocations for inflation (part 3): when bond theories collide
Christopher Jeffery
Fixed income

Allocations for inflation (part 3): when bond theories collide

In the third part of our series exploring the asset-allocation response to inflation, we look at...
By Christopher Jeffery
23 Mar 2022
4 min read
Allocations for inflation (part 2): the right questions
John Roe
Investment strategy

Allocations for inflation (part 2): the right questions

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right...
By John Roe
16 Mar 2022
5 min read
Allocations for inflation (part 1): the problem with inflation
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...

By Christopher Teschmacher

11 Mar 2022

4 min read

Ukraine conflict: finding the energy
Investment strategy

Ukraine conflict: finding the energy

In the third blog in our series on the crisis in Ukraine, we examine the effect on the European...
By John RoeColin Reedie
02 Mar 2022
4 min read
From Ukraine to inflation: prepare, don’t predict
John Roe
Investment strategy

From Ukraine to inflation: prepare, don’t predict

Geopolitics and inflation are notoriously hard to forecast, so instead we accept the uncertainty...
By John Roe
22 Feb 2022
5 min read
Taking stock of our bullish view
Emiel van den Heiligenberg
Investment strategy

Taking stock of our bullish view

Taking a step back from day-to-day market movements, we have reflected on our team's overall...
By Emiel van den Heiligenberg
14 Feb 2022
3 min read