There are 39 item(s) tagged with the keyword "multi-asset".
Displaying: 1 - 10 of 39
Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
2024 sees the Aegon Diversified Monthly Income Fund reach it’s 10-year anniversary, and with it an enviable track record of successfully delivering a yield that has averaged more than 5%*, irrespective of the macro and market environment.
Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.
Since its launch in 2014, the Aegon Diversified Income Fund has delivered an average level of income of 5.2%* per annum despite the challenges of the macro environment. This was also a decade when investment practice and the regulatory framework around ESG saw great change.
A favourite bedtime story for my son is Eric Carle’s The Very Hungry Caterpillar. The larvae eats its way through many fruits and sugary treats day by day, before blooming into a beautiful butterfly. Given my son’s tendency to eat all snacks placed in front of him, I sometimes wonder if the story’s words are in fact a memoir of his day! This theme of sluggish growth before gorging its way to beauty is somewhat reminiscent of the current UK equity market.
Interest rates, growth and financial markets
About 70% of world market capitalisation is now attributed to the ‘Magnificent Seven’ stocks1. Should investors be worried about this level of concentration?
Discussing the extent of cuts and the implications for markets?
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
Displaying: 1 - 10 of 39