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Talking heads

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
PORTFOLIO PERSPECTIVES | Audio – 10:39 MIN

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…

ZHIKAI CHEN
+1 other(s)
| 06.02.2023
What to look for when allocating assets in 2023
PORTFOLIO PERSPECTIVES | Audio – 8:43 MIN

What to look for when allocating assets in 2023

Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris….

MAYA BHANDARI
+1 other(s)
| 03.02.2023
Talking heads – Quantitative investing: using facts for security selection
PORTFOLIO PERSPECTIVES | Audio – 18:14 MIN

Talking heads – Quantitative investing: using facts for security selection

Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the…

FREDERIC ABERGEL
+1 other(s)
| 30.01.2023

Weekly market update

Weekly market update – False alarm?
WEEKLY
MARKET UPDATE 02.02.2023
FRONT OF MIND | Blog - 3 Min

Weekly market update – False alarm?

One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some...

DANIEL MORRIS
| 02.02.2023
Weekly market update – So many possible scenarios
WEEKLY
MARKET UPDATE 26.01.2023
FRONT OF MIND | Blog - 3 Min

Weekly market update – So many possible scenarios

The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors...

NATHALIE BENATIA
| 26.01.2023
Weekly market update – An upbeat start to 2023
WEEKLY
MARKET UPDATE 19.01.2023
FRONT OF MIND | Blog - 5 Min

Weekly market update – An upbeat start to 2023

Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields...

ANDREW CRAIG
| 19.01.2023

Monthly asset allocation

Video – Identifying the four factors for 2023 asset allocations
PORTFOLIO PERSPECTIVES | Video - 7:22 MIN

Video – Identifying the four factors for 2023 asset allocations

Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss...

MAYA BHANDARI
+1 other(s)
| 20.01.2023
Asset allocation monthly – The ‘four horsemen’ of 2023
PORTFOLIO PERSPECTIVES | White paper - 4 Min

Asset allocation monthly – The ‘four horsemen’ of 2023

There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of...

MAYA BHANDARI
+1 other(s)
| 16.01.2023
Multi-asset update – Trimming our China exposure
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Multi-asset update – Trimming our China exposure

Weighing up a generally gloomier economic outlook, the limited readability of the Chinese market after September’s Politburo meeting, and the...

Outlooks

Fixed income outlook - Sticky inflation
QUARTERLY
FIXED INCOME OUTLOOK Q1
PORTFOLIO PERSPECTIVES | Blog - 10 Min

Fixed income outlook - Sticky inflation

The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession....

OLIVIER DE LAROUZIERE
+1 other(s)
| 25.01.2023
Infographic – Investing as the economy enters a new configuration
INVESTMENT OUTLOOK
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Infographic – Investing as the economy enters a new configuration

What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and...

Talking heads – Asset allocation and the outlook for 2023
PORTFOLIO PERSPECTIVES | Audio - 6:49 MIN

Talking heads – Asset allocation and the outlook for 2023

Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy....

MAYA BHANDARI
+1 other(s)
| 22.11.2022

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