Search Result(s)

Dramatic sell-off of risky assets, recalibration of expectations and global interest rates.  Read our latest edition of Vantage Point to understand what this could mean for global financial markets over the next quarter.

Jobs data will be a key indicator for what’s next for markets, says Real Return manager Suzanne Hutchins. This is where she thinks there may still be opportunities.

BNY Mellon multi-asset manager Simon Nichols explains why equity and bond prices are moving in tandem, and why a broad but selective approach to asset allocation is vital.

Newton portfolio manager Paul Flood outlines why the Multi-Asset Income strategy is leaning more on alternative assets than bonds as a source of future income.

Walter Scott’s George Dent looks back to periods of higher inflation, and how it suits strategies like Long-Term Global Equity.

Walter Scott client investment manager George Dent argues it pays to look beyond the noise for quality growth companies.

In this week’s Market Watch Shamik Dhar looks at the inverted yield curve, explaining what the yield curve is, and what this could signal for markets in the coming years.

In this paper, Newton’s CEO Euan Munro discusses a number of important boundaries which could have major consequences for economies and financial markets. Given these boundaries, he explains why he believes it is critical to reassess the norms of multi-asset investing, such as the classical 60/40 balanced fund, and consider a more flexible approach to diversification.