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July 2022 / ASSET ALLOCATION VIEWPOINT

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Despite the recent rout, tech stocks are still not cheap

By Tim Murray

Tim Murray Capital Markets Analyst

April 2022 / MULTI-ASSET STRATEGY

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however

By Multiple Authors

By Multiple Authors

April 2022 / ASSET ALLOCATION VIEWPOINT

Economic Risks Are Rising

Economic Risks Are Rising

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Tim Murray

Tim Murray Capital Markets Analyst

April 2022 / MULTI-ASSET OUTLOOK

2022 Capital Market Assumptions: a five-year perspective

2022 Capital Market Assumptions: a five-year perspective

2022 Capital Market Assumptions: a five-year...

Heading into 2022, valuations for most asset classes appear full - particularly equity...

By T. Rowe Price

T. Rowe Price

April 2022 / ASSET ALLOCATION VIEWPOINT

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be...

Recession in U.S. appears unlikely amid reopening economy

By Sebastien Page & Cesare Buiatti

By Sebastien Page & Cesare Buiatti

March 2022 / ASSET ALLOCATION VIEWPOINT

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growing economic uncertainty could mean a bumpy road ahead.

By Tim Murray

Tim Murray Capital Markets Analyst

March 2022 / INVESTMENT INSIGHTS

Key Developments to Watch in the Russia-Ukraine Crisis

Key Developments to Watch in the Russia-Ukraine Crisis

Key Developments to Watch in the Russia-Ukraine...

The impact of sanctions and rising commodity prices are in focus

By Ulle Adamson, Peter Botoucharov & Samy Muaddi

By Ulle Adamson, Peter Botoucharov & Samy Muaddi

December 2021 / MARKET OUTLOOK

Global Asset Allocation: December podcast

Global Asset Allocation: December podcast

Global Asset Allocation: December podcast

Discover the latest global market themes

By Michael Walsh

Michael Walsh Solutions Strategist

December 2021 / VIDEO

Three Contrarian Investing Views on China, Stagflation, Supply Chains

Three Contrarian Investing Views on China, Stagflation, Supply Chains

Three Contrarian Investing Views on China,...

We think the market’s consensus on stagflation, supply chain shortages, and China...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager

Monthly Report

July 2022 / GLOBAL ASSET ALLOCATION

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 2022 / GLOBAL ASSET ALLOCATION

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

April 2022 / ASSET ALLOCATION VIEWPOINT

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 2022 / 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

11 February 2022 / 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