There are 44 item(s) tagged with the keyword "multi-asset".
Displaying: 1 - 10 of 44
Vol-Agility: Agile investing in volatile times
Explore multi-asset opportunities beyond the Magnificent Seven with MyFolio.
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
Peter Smith and Dean Cook take a look at how markets fared in May with global equities back on track and US and European stock markets hitting all-time highs.
While discounts in the investment trusts universe make headlines (the average sector discount has widened slightly over the first quarter to nearly 16%), as managers we get on with the day job of seeking out investments that have the prospects to grow and provide positive returns for the 16,000+ shareholders holding a stake in the CT Global Managed Portfolio Trust.
I think the pessimism over the failure of US inflation to keep falling should reverse over the next few months. That should halt the steady decline in the scale of expected interest rate cuts across Europe, UK and US. Current expectations are 75 basis points (bp) off in Europe but only 50bp in the UK and even less in the US. That’s a dramatic change compared with the optimism we saw at the start of the year.
Displaying: 1 - 10 of 44