Our June Roadmap focuses on the implications for global equity allocation in the event of a weaker dollar. Currencies are not in general the main driver of relative equity market performance, but in the event of a significant rise in US-specific economic or political risk, a weak dollar would be likely to compound weakness in relative equity market performance.
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...