Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of the year, the result primarily of the potential for earlier easings in monetary policy than previously envisaged. However, there are still economic and valuation challenges ahead, and our investment stance remains cautious.
Read the full Investment Roadmap here.
In this month's Portfolio Perspectives, we examine three themes shaping client portfolios: the evolving investment case for Chinese equities, the implications of rising Middle East...
In this month's Portfolio Perspectives, we look at the oil price shock that has followed the war between the United States, Israel and Iran, and...
Recent weeks have brought a sharp rise in market volatility, driven largely by heightened tensions in the Middle East. At points, a number of asset...