Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
Opening Bell: What will 2022 bring for global markets?
Chief Economist Steven Bell takes a look at the factors shaping 2022, and what they mean for corporate earnings and financial markets.
Investment team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
Asset Allocation 2021/22: review and outlook
Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Asset allocation update: warning lights are flashing Multi-asset | October 2021
After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
