Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Asset allocation update: warning lights are flashing Multi-asset | October 2021
After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Asset Allocation Update – March 2021
At the end of last year, I reflected that you “gotta have faith in low discount rates” for risk assets, such as equities, to continue to perform well in 2021.
Threadneedle (Lux) Global Multi Asset Income Fund – Q&A update
In this Q&A video, Maya Bhandari (Portfolio Manager) and Felicity Long (Client Portfolio Manager) discuss what 2020 has been like for the Threadneedle (Lux) Global Multi Asset Income Fund, the implications of Covid on both the performance and the asset allocation.
2021: gotta have faith – in low discount rates
It’s been a tumultuous 2020, but the year ahead will be different and we are positioning ourselves to get the best risk-adjusted returns over the next 12-18 months.
