Insights & Media

Our team of portfolio managers and strategists provide their latest thinking on financial markets and macroeconomic developments that matter, helping you stay connected.

Market Insight

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Asset allocation has been difficult in a year of wide risk dispersion

Globally, macro data has been the weakest since early 2016 when markets imploded, and yet equity markets have enjoyed a powerful new year rally on dovish Central Bank commentary and hope of continued quantitative support. Such measures can make a fool of well-constructed asset allocation thinking, as perversely bad news could be good news for risk assets again.

March 13, 2019

Market Insight

Discover More

Asset allocation has been difficult in a year of wide risk dispersion

Globally, macro data has been the weakest since early 2016 when markets imploded, and yet equity markets have enjoyed a powerful new year rally on dovish Central Bank commentary and hope of continued quantitative support. Such measures can make a fool of well-constructed asset allocation thinking, as perversely bad news could be good news for risk assets again.

March 13, 2019

Market Insight

Discover More

Asset allocation has been difficult in a year of wide risk dispersion

Globally, macro data has been the weakest since early 2016 when markets imploded, and yet equity markets have enjoyed a powerful new year rally on dovish Central Bank commentary and hope of continued quantitative support. Such measures can make a fool of well-constructed asset allocation thinking, as perversely bad news could be good news for risk assets again.

March 13, 2019

Market Insight

Discover More

Asset allocation has been difficult in a year of wide risk dispersion

Globally, macro data has been the weakest since early 2016 when markets imploded, and yet equity markets have enjoyed a powerful new year rally on dovish Central Bank commentary and hope of continued quantitative support. Such measures can make a fool of well-constructed asset allocation thinking, as perversely bad news could be good news for risk assets again.

March 13, 2019

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