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Archive for the ‘Multi-asset’ Category


Trump vs. Emerging Markets: Who might win?

The initial slump of Emerging Markets assets following Donald Trump’s election appears to be waning. The apparent recovery indicates that not all of President Trump’s economic policies are bad for Emerging Markets (EM) countries. Those which depend on exporting manufactured goods to the U.S., like Mexico and China, may suffer. Other developing nations, in particular

Mar 1, 2017 Categories: Multi-asset

2017 and the search for returns: the low-return imperative

How low will returns be in 2017? We believe the search for returns in 2017 is not going to get any easier against a backdrop of high equity prices (notably in the US), narrow credit spreads and low bond yields. The election of Donald Trump as U.S. president has thrown an extra element of uncertainty

Feb 8, 2017 Categories: Multi-asset

Italian referendum and global markets: What’s next in 2017

‘Once more unto the breach’. We imagine financial markets feel similar to the troops in Shakespeare’s King Henry the Fifth, after the ‘no’ vote in the Italian referendum on constitutional reform. Political events and the markets: The dangers of overreacting In a year full of political upsets, markets have to once more overcome uncertainty. With

Dec 5, 2016 Categories: Market Updates, Multi-asset

Passive investing: Are you buying high?

All asset allocations come in and out of favour. Growth versus value. Equity versus fixed. And passive investing is no different. Passive vehicles are clearly popular right now. On the most fundamental level, does that popularity make them a good choice? Is it possible that investors moving into passive are moving in at the top

Nov 16, 2016 Categories: Multi-asset

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