Multi-Asset Insights
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2021 Global Multi-Asset Outlook

Uncovering Opportunities Amid the Recovery
Latest Insights

June 2021 / MARKET OUTLOOK

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

April 2021 / MULTI-ASSET STRATEGY

Inflation Likely to Accelerate: A Non-consensu...

Inflation Likely to Accelerate: A Non-consensus View

Inflation Likely to Accelerate: A Non-consensus...

Aggressive stimulus and labor market tightening mean higher inflation risk

By Richard Coghlan

Richard Coghlan Portfolio Manager

March 2021 / INVESTMENT INSIGHTS

Why the Time Is Right to Consider Investing...

Why the Time Is Right to Consider Investing in EM Local Debt

Why the Time Is Right to Consider Investing...

It offers relatively high income potential and the prospect of capital gains

By Yoram Lustig, Michael Walsh & Niklas Jeschke

By Yoram Lustig, Michael Walsh & Niklas Jeschke

March 2021 / INVESTMENT INSIGHTS

Preparing for Higher Inflation

Preparing for Higher Inflation

Preparing for Higher Inflation

With inflation expectations on the rise, we look at a few investment ideas that could...

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

January 2021 / MULTI-ASSET SOLUTIONS

Uncovering Opportunities Amid Recovery

Uncovering Opportunities Amid Recovery

Uncovering Opportunities Amid Recovery

A winding path back

By T. Rowe Price

T. Rowe Price

December 2020 / MARKET OUTLOOK

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

October 2020 / MULTI-ASSET SOLUTIONS

Five Reasons Why Investors Should Now Consider...

Five Reasons Why Investors Should Now Consider Small-Caps

Five Reasons Why Investors Should Now Consider...

Attractive valuations and prospects for economic recovery support small-caps

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

July 2020 / INVESTMENT INSIGHTS

Paying for Defense

Paying for Defense

Paying for Defense

A deeper dive into defensive equity.

By T. Rowe Price

T. Rowe Price

July 2020 / INVESTMENT INSIGHTS

Getting the Most Out of Your U.S. Equity...

Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity...

A dynamic, diversified exposure could be the answer.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

Monthly Report

May 2021 / MARKET OUTLOOK

Global Asset Allocation: May Insights

Global Asset Allocation: May Insights

Global Asset Allocation: May Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2021 / MARKET OUTLOOK

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2021 / MARKET OUTLOOK

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / MARKET OUTLOOK

Global Asset Allocation: February Insights

Global Asset Allocation: February Insights

Global Asset Allocation: February Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2021 / MARKET OUTLOOK

Global Asset Allocation: January Insights

Global Asset Allocation: January Insights

Global Asset Allocation: January Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA