multi-asset

First Sentier Investors’ asset class experts share their ideas about what’s ahead in 2023. 

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...

Not all investment alternatives (1) are created equal, just as some alternatives might not provide the portfolio diversification qualities the name suggests. It’s no...

Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...

There’s no silver bullet solution that could have helped avoid, or resolve more quickly, any of the most recent market downturns, says Raf Choudhury, investment...

With headline inflation in the US currently sitting at 8.3%, and Australian inflation comparatively better at 5.1%, WILSONS' David Cassidy believes that there's...

Since the lows of early 2020, markets have experienced a pretty strong recovery. Yet, with equity markets at an all-time high, while most of us are locked up at...

Seasonal headwinds are setting in for stocks. Looking across assets, risk assets tend to underperform from June-Nov, and defensive assets tend to outperform during...

What have we learned over the past seven decades in multi-asset, and how does it relate to what we can expect in the future? A lot has changed in financial markets...

Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...