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Talking heads – Bonds are back! Investment-grade credit offers yield
PORTFOLIO PERSPECTIVES | Audio – 2 Min

Talking heads – Bonds are back! Investment-grade credit offers yield

The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior…

VICTORIA WHITEHEAD
+1 other(s)
| 28.11.2022

Latest

Investment Outlook 2023 – Investing in an age of transformation
PORTFOLIO PERSPECTIVES | Multiformat - 27 Min

Investment Outlook 2023 – Investing in an age of transformation

In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation...

Talking heads – Asset allocation and the outlook for 2023
PORTFOLIO PERSPECTIVES | Multiformat - 1 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
Video – Caution to prevail on risk assets in 2023
PORTFOLIO PERSPECTIVES | Multiformat - 1 Min

Video – Caution to prevail on risk assets in 2023

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

MAYA BHANDARI
+1 other(s)
| 22.11.2022
Asset allocation update – Lessons from this earnings cycle
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Lessons from this earnings cycle

After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia....

MAYA BHANDARI
| 21.11.2022
Global loans – Striking while the iron is hot
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Global loans – Striking while the iron is hot

Against a backdrop of major supply shocks, higher inflation and rising interest rates, most major credit markets have suffered losses....

TIMOTHY LI
+1 other(s)
| 16.11.2022
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Carry is king after ‘annus horribilis’ in fixed income

While many bond investors have felt the earth move under the feet this year as the asset class experienced the...

ARNAUD-GUILHEM LAMY
+1 other(s)
| 14.11.2022
Crypto’s contagious effect on equities
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Crypto’s contagious effect on equities

The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses...

CHI LO
| 09.11.2022
The pivot is here; adding to EU credit and US equities
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 5 Min

The pivot is here; adding to EU credit and US equities

Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real...

MAYA BHANDARI
+1 other(s)
| 02.11.2022
Asset allocation update – Japanese equities lose some of their lustre
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Asset allocation update – Japanese equities lose some of their lustre

A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in...

MAYA BHANDARI
| 27.10.2022

Talking heads

Talking heads – Bonds are back! Investment-grade credit offers yield
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Bonds are back! Investment-grade credit offers yield

The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior...

VICTORIA WHITEHEAD
+1 other(s)
| 28.11.2022
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Carry is king after ‘annus horribilis’ in fixed income

While many bond investors have felt the earth move under the feet this year as the asset class experienced the...

ARNAUD-GUILHEM LAMY
+1 other(s)
| 14.11.2022

Asset allocation

Asset allocation update – Lessons from this earnings cycle
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Lessons from this earnings cycle

After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia....

MAYA BHANDARI
| 21.11.2022
The pivot is here; adding to EU credit and US equities
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 5 Min

The pivot is here; adding to EU credit and US equities

Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real...

MAYA BHANDARI
+1 other(s)
| 02.11.2022

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