Multi Asset

Indulge us in a hypothetical: You’re uncertain of equities and fearful of recent volatility, but your portfolio is chock full of bonds to the limit of your asset...

Nosebleed market valuations are starting to price in a choppier recovery than was initially expected – courtesy of COVID’s Delta wave – but stock prices remain a key...

In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management's Anthony Golowenko is adamant that "something's...

MLC Asset Management's Jonathan Armitage has navigated a crisis or two during his working life and argues that this time, it is different. At the dawn of his career,...

With interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...

The first chart I featured in the "10 Charts to Watch in 2021" earlier this year was a somewhat unusual, and perhaps even confusing one... Basically, I decided to...

There are plenty of investors questioning the veracity and sustainability of the rally in equity markets through the June quarter (particularly in the US), in the face...

The COVID-19 crisis is affecting economies across the world with education, hospitality, retail, tourism and entertainment sectors majorly impacted by social...

Investors have enjoyed extremely strong returns over the last decade. But when we ask them about the biggest challenges they face today, two risks stand out in...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and...