Tag: Multi-Asset
Tactical Asset Allocation Views: A More Balanced Outlook, But Still Equity
Each quarter, the Multi Asset Team shares its fundamental tactical...
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An Inverted Yield Curve May Not Mean Poor Returns for Asian Equities
The US yield curve inverted briefly in March, with the...
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Volatility, Value and Variants: 360°, Q1 2022
In this latest edition of 360°, Stephane Michel, Head of...
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Asset Allocation 2021/22: Review and Outlook
After the shock Covid-19 recession of 2020, global economic growth...
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Vescore Global Market Outlook December 2021
In the latest Global Market Outlook, our specialist team for...
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Fine-Tuning ESG Risk Using Multi-Asset Portfolio Construction
Key Takeaways We believe modest allocation changes can reduce...
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2022 Multi-Asset Outlook: Amid a Sea Change, It’s Time to Catch a Wave
China is 2022’s biggest wild card, with the economic impact...
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Summiting “Peak Growth Mountain” – What you Need for the Descent
Experienced hikers know that descending can be more arduous than...
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Climate-Informed Long Term Returns Expectations.
Looking at the expected returns for our core asset classes...
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“Inflation is Dead, Long Live Inflation”?
In 1996, the British economist Roger Bootle headlined that “The...
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