Video: What’s in the mix? Asset allocation opportunities for 2019
Evan Brown, Head of Macro Asset Allocation Strategy, discusses expected shifts in the macroeconomic backdrop and the outlook for equities, fixed income, and EM and China assets. More
Panorama
Our senior investment experts present their insights in our mid-year and year-end outlooks
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Video: How to approach volatile markets
Suni Harford, Head of Investments, reflects on the key themes from ‘Panorama: Investing in 2019’ and how investors should consider approaching the coming year. More
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The big picture | Global macroeconomic and tactical asset allocation outlook
Global growth is moderating but we still expect solid demand for at least the first half of 2019. We also expect core inflation to tick higher in developed countries. More
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Key investment views | Traditional asset classes
Key positions remain unchanged from six months ago: positive on equities, cautious on developed world government bonds. We have a new exposure to local Chinese bonds. More
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Key investment views | Multi-manager hedge funds
We are excited about the coming opportunities and dispersion that markets will offer to the hedge fund universe. More
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