My views on the economic and market implications of the banking turmoil.

Near-term tailwinds could favor international markets

Uncertainty persists, but yield is back and fundamentals matter

Headwinds diminishing and valuations now more attractive

Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.

Adjusting to an uncertain future

The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

As sovereign wealth funds shift their vast portfolios into new asset classes, such as real estate, infrastructure and private debt, perceptions of these investment behemoths are beginning to change.

Our Multi-Asset Solutions Team share a range of investment ideas to position portfolios for the opportunities and challenges of 2022