Multi-Asset
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
•
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
•
2 min read
Multi-asset
The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?
06 January 2020
•
5 min read
