Weaker economic data, but equity markets hit new highs

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Robert Plant, Director takes a detailed look at the Q2 earnings season and explains what has been driving equity markets higher, and what this means for multi-asset portfolios.

Four challenges for multi-asset investors for H2 2021

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Paul Niven talks through four challenges for multi-asset investors and explains how they can navigate them in their portfolios.

2 sustainable themes to help you make an impact in your multi-asset portfolio

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Discover two sustainable themes Simon Holmes, Portfolio Manager, is actively excited about from both an impact and investment perspective.

Chart Chat – Fiscal stimulus: 2 sides of the same coin?

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The social impact from the pandemic has been unparalleled, and the subsequent governmental response has been unprecedented.

How sustainable is your core?

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Incorporating environmental, social and governance (ESG) issues into investment portfolios is quickly moving away from a nice-to-have to a must-have.

Chart Chat – 12 months of pandemic performance

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On 23 March 2020, with less than 400 recorded Covid-19 deaths, the UK officially went into its first lockdown. We reflect on how various asset classes have fared.

Chart Chat – A strong earnings season to start the year

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The current US earnings season has seen many companies better expectations but does this bode well for share prices from here? We assess whether some investors are too bullish and argue the case for focusing on fundamentals and thinking long term.

2021: Our top 3 concerns for Multi-Asset portfolios

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There is a long way to go in the fight against the virus, but as the lockdowns and vaccine roll-outs continue, there is the collective hope that we will see some move towards ‘normality’ as the year progresses.

A shot in the arm and recovery in growth

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The roll-out of vaccines sets the stage for a recovery in growth during 2021 with government and central bank policy providing additional support.