Multi-Asset Insights
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2021 Global Multi-Asset Outlook

Uncovering Opportunities Amid the Recovery
Latest Insights

November 2021 / MULTI-ASSET STRATEGY

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

A practical guide on which investment approach may best suit you.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

October 2021 / INVESTMENT INSIGHTS

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address...

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets,...

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

September 2021 / MULTI-ASSET SOLUTIONS

Looming Lower Returns Demand Creative Multi-Asset Response

Looming Lower Returns Demand Creative Multi-Asset Response

Looming Lower Returns Demand Creative Multi-Asset...

Active management and a broad toolkit may be necessary

By Yoram Lustig, Michael Walsh & Niklas Jeschke

By Yoram Lustig, Michael Walsh & Niklas Jeschke

September 2021 / MARKET OUTLOOK

Global Asset Allocation: September podcast

Global Asset Allocation: September podcast

Global Asset Allocation: September podcast

Discover the latest global market themes

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

August 2021 / MARKET OUTLOOK

Global Asset Allocation: August podcast

Global Asset Allocation: August podcast

Global Asset Allocation: August podcast

Discover the latest global market themes

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

August 2021 / ASSET ALLOCATION VIEWPOINT

Sticking With Value

Sticking With Value

Sticking With Value

Despite strong fundamentals, growth stock valuations are extreme

By Tim Murray

Tim Murray Capital Markets Analyst

July 2021 / INVESTMENT INSIGHTS

How Far Are We in This Value Rotation?

How Far Are We in This Value Rotation?

How Far Are We in This Value Rotation?

A quantitative perspective

By Thomas Poullaouec & Nathan Wang

By Thomas Poullaouec & Nathan Wang

July 2021 / INVESTMENT INSIGHTS

A Moderating Outlook for Equities

A Moderating Outlook for Equities

A Moderating Outlook for Equities

Stock returns may be subdued, as key performance drivers peak

By Tim Murray

Tim Murray Capital Markets Analyst

July 2021 / INVESTMENT INSIGHTS

Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sebastien Page

By Robert W. Sharps & Sebastien Page

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

Monthly Report

November 2021 / MARKET OUTLOOK

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2021 / MARKET OUTLOOK

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

September 2021 / MARKET OUTLOOK

Global Asset Allocation: September Insights

Global Asset Allocation: September Insights

Global Asset Allocation: September Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2021 / MARKET OUTLOOK

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2021 / MARKET OUTLOOK

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2021 / MARKET OUTLOOK

Global Asset Allocation: June Insights

Global Asset Allocation: June Insights

Global Asset Allocation: June Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA