Search Result(s)

There are 44 item(s) tagged with the keyword "multi-asset".

Displaying: 1 - 10 of 44

Quarterly Equities and Multi Asset Outlook – Q4 2024

Vol-Agility: Agile investing in volatile times

Tags: M&G Investments, Multi-asset, Equities
Can you help your client navigate investment concentration risks?

Explore multi-asset opportunities beyond the Magnificent Seven with MyFolio.

Tags: abrdn, Multi-asset
What are central banks telling us about interest rates?

After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?

Tags: Columbia Threadneedle, Multi-Asset
How would markets fare under President Trump?

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?

Tags: Columbia Threadneedle Investments, Steven Bell, Multi-Asset
A trio of transformational themes

Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.

Tags: BNY Investments, Multi-Asset, Macroeconomics, Thematics, Sectors
Where to next for UK Interest rates?

Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.

 

Tags: Columbia Threadneedle Investments, Multi-Asset
Life under Labour

Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?

Tags: Columbia Threadneedle Investments, Multi-Asset
Ask the Fund Manager, Dean Cook - How did markets do in May?

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.

Tags: Aviva Investors, Multi-asset
New opportunities as recession fears recede

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.

Tags: Columbia Threadneedle Investments, Multi-Asset, Investment Trusts
Is the US set to underperform Europe and the UK?

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.

Tags: Columbia Threadneedle Investments, Multi-Asset - Asset Allocation, Multi-Asset

Displaying: 1 - 10 of 44