multi-asset

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)

Sometimes, the specific needs of an investor are more important than the ability to beat a benchmark. For that, Schroders has created GROW.

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...

Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of...

One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...

Although the latest investment cycle has been one of the longest in terms of growth outperforming value, global asset manager T. Rowe Price isn't ready to throw in the...

Our conclusion upfront. Simply put, for the patient capital, emerging markets are looking attractive at current levels given the de-rating seen in 2018. High quality...

In the first half of 2018, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10-year US Treasuries, and an agreed summit...