What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Jenna Barnard believes political upheaval may lean in favour of bonds.
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.