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Multi-Asset Insights
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Latest Insights

February 2024 / INVESTMENT INSIGHTS

Is the market broadening?

Is the market broadening?

Is the market broadening?

Will small-caps eventually “show up” for investors?

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

February 2024 / INVESTMENT INSIGHTS

Macro-implied earnings

Macro-implied earnings

Macro-implied earnings

A simple model can explain how earnings will respond to changes in the health of...

By Sebastien Page

Sebastien Page Responsable Global de Multi Activos y Director de Inversiones

January 2024 / INVESTMENT INSIGHTS

Is Now the Time to Redeploy Cash?

Is Now the Time to Redeploy Cash?

Is Now the Time to Redeploy Cash?

Historical performance of federal funds interest rate cycle peaks could help investors...

By Terry Davis & Andrew Wick

By Terry Davis & Andrew Wick

November 2023 / INVESTMENT INSIGHTS

Are US Stocks Worth the Price?

Are US Stocks Worth the Price?

Are US Stocks Worth the Price?

The Magnificent 7 have distorted US equity valuations

By Tim Murray

Tim Murray Capital Markets Analyst

November 2023 / VIDEO

Are US stocks too expensive?

Are US stocks too expensive?

Are US stocks too expensive?

The Magnificent 7 have distorted US equity valuations

By Tim Murray

Tim Murray Capital Markets Analyst

June 2023 / INVESTMENT INSIGHTS

Inside the Engine Room of EM Local Currency Debt

Inside the Engine Room of EM Local Currency Debt

Inside the Engine Room of EM Local Currency...

A potentially rewarding asset class

By Nathan Wang & Wenting Shen

By Nathan Wang & Wenting Shen

Monthly Report

February 2024 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From UK

Global Asset Allocation: The View From UK

Global Asset Allocation: The View From UK

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2024 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From UK

Global Asset Allocation: The View From UK

Global Asset Allocation: The View From UK

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From the UK

Global Asset Allocation: The View From the UK

Global Asset Allocation: The View From the...

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From the UK

Global Asset Allocation: The View From the UK

Global Asset Allocation: The View From the...

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA