The outlook for global high yield
Four disruptive themes shaping the multi-asset outlook
Disrupting the market - Size matters
Why we built MAF Core
A journey into fixed income
Staying humble in a world of rising risk
The ongoing rise of economic nationalism
Five things to know about cash, saving and investing
Multi-asset allocation views - A silver lining for gilts
Sotirios Nakos, Multi-Asset Portfolio Manager, and Alessandra Legnante, Business Development Manager discuss the key market themes over the past quarter, assess performance and provide an outlook for the next quarter.
What does the data say? Our monthly data-inspired series
Time for UK infrastructure to pick up pace
Bond yields have reached their highest levels in a decade. Yet the question still needs to be asked. In a world with higher inflation and a higher “risk-free” rate, do newly issued corporate and government bonds offer decent value?
Multi-strategy portfolios have come a long way in embedding ESG into the investment process, but there are gaps to fill, as Jennie Byun explains.
The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors.
What does the data say? Our monthly data-inspired series
Staying humble in a world of rising risk
Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.
Sunil Krishnan looks back at 2022, and outlines what multi-asset investors should look out for in 2023.
Navigating UK equities in 2023