Asset classes

A look behind the main asset classes

Equities

20. Sep 2019

Europe's banks depend on German interest rates

Chart of the week

11. Sep 2019 Equities

Americas CIO View

Last chance to de-risk?: Possibly seek dividend yield where earnings are safe

05. Sep 2019 Forecasts

Our forecasts

All forecasts at a glance

Read more about equities

Fixed Income

18. Sep 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

13. Sep 2019

Emerging attractions

Chart of the week

05. Sep 2019 Forecasts

Our forecasts

All forecasts at a glance

Read more about fixed income

Multi Assets

04. Sep 2019 Macro

Investment Traffic Lights

In August, the bond market was bursting with records. The low-interest environment is likely to stay with us for some time. The joy of equity investors is not unspoiled, fears of recession are spreading.

02. Aug 2019 Investment Traffic Lights

Investment Traffic Lights

July has been another good month for many, though by no means all risky assets. We remain cautious and see scope for short-term disappointments.

27. Jun 2019 Multi Asset

Reduce risk, increase flexibility

We are less gloomy on the outlook than bond markets. In our view, equity markets have to correct before offering opportunities for entry.

Read more about multi assets

Alternative Investments

28. Jun 2019 Alternatives

Gold rallies in time for memorable anniversary

Chart of the week

21. Jun 2019 Commodities

Trade war losers

Chart of the week

21. Jun 2019 Private Equity

The best of both worlds?

The rapid growth of a secondary market in private equity has created new opportunities. It is not without risks, however.

Read more about alternative investments

Trending topics

20. Sep 2019

Europe's banks depend on German interest rates

Chart of the week

18. Sep 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

13. Sep 2019

Emerging attractions

Chart of the week

11. Sep 2019 Equities

Americas CIO View

Last chance to de-risk?: Possibly seek dividend yield where earnings are safe

05. Sep 2019 Forecasts

Our forecasts

All forecasts at a glance

CIO View

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