asset allocation
Multi-asset
As the coronavirus spread peaks, persistence and penetration are at this point uncertain.
03 March 2020
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2 min read
Equities
Equities, bonds, gold, even Bitcoin, along with a range of other assets, have chalked up big gains since the US Federal Reserve made a sharp policy U-turn by cutting interest rates in response to slowing economy last autumn
10 February 2020
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2 min read
Markets
At the start of 2020, there are grounds for investors to be optimistic.
07 February 2020
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2 min read
Funds
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
03 February 2020
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2 min read
Markets
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
21 January 2020
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2 min read
