Multi Asset Currency Conundrum
Discover how currency fluctuations can mean the return investors get from overseas investments can be different to local investors. Find out more.
12 December 2022
Multi asset
Economy UK inflation insights
This morning’s Consumer Price Index (CPI) announcement revealed that UK inflation dipped last month, despite still being well above the Bank of England’s two percent target. We sat down with Neville Pike (UK Equities Product Director) and Georgina Taylor (Multi Asset Fund Manager) to hear their thoughts.
20 October 2021
Multi Asset Bonds: shaken not stirred
Do rising yields signal the end long-term bond bull market that began 40 years ago?
22 March 2021
Multi Asset Investing beyond Brexit – Multi Asset opportunities
Uncertainty has weighed on UK assets since the Brexit referendum back in 2016. The broad issues are threefold: What will be the ultimate impact on growth, will consumers and companies have to absorb higher costs via tariffs and thirdly will foreign inflows into the UK wane in light of our separation from the EU. These three issues will impact all UK asset types – equities, bonds, currency and inflation.
15 December 2020
Multi Asset What is the point of Relative Value?
What is the point of investing in relative value ideas? Read our Q&A with Steve Hawes, Multi Asset Deputy Fund Manager.
20 October 2020
Multi Asset Navigating troubled waters with liquid alternatives
The impact of Covid-19 reinforced has reinforced investment themes of the past decade. The second quarter of 2020 saw strong rallies in benchmark indices for US large caps and the outperformance of US tech stocks, while developed market government bond yields inched closer to zero. Within this context, we explore the outlook for liquid alternatives.
2 October 2020
