George Dent reflects on markets of the past five years and the impact this has had on Walter Scott clients, and outlines their intentions and strategies for the future…

Paul Flood, Head of Mixed Assets discusses developments in multi-asset and how these themes might play out in the year ahead for investors.

International equity markets are outperforming the U.S. year to date. Is this a durable trend? According to relative earnings growth, the U.S. still has an advantage.

Multi-asset investing has come a long way since the days when the 60% equity – 40% fixed income portfolio was the only game in town for diversification-seekers.

The risks faced by those seeking retirement income differ from those accumulating wealth. This suggests we need to follow a different approach to assessing risk and investing for retirement income clients.

The labor market is an important consideration when evaluating the economic growth prospects of a country. In the U.S., unemployment and demographics metrics look favorable compared to other major economies.

It’s been a tricky couple of years for parts of the alternatives sector. Higher interest rates saw capital flow towards the bond market instead, while many pension funds offloaded alternatives as they de-risked portfolios. But is now a better environment for real assets? Newton head of mixed assets investment, Paul Flood, discusses.

Lately, non-U.S. equities are outperforming the U.S. Is U.S. exceptionalism dead? Productivity growth tells a more positive story.

While some fear the S&P 500 is too concentrated in its top 10 stocks, our analysis tells us something different.

In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trump’s ‘Liberation Day’, he thinks it’s about time in the market rather than timing the market.