Multi-Asset: January Monthly Commentary
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< 1 minute read timeFollowing the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.
Multi-Asset: December Monthly Commentary
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2 minutes read timeThe final month of 2023 delivered a rally in almost all major asset classes, as the market began to price in a greater likelihood that central banks will begin an interest rate cutting cycle in mid-2024.
Multi-Asset: November Monthly Commentary
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< 1 minute read timeAfter a weak October, markets bounced back strongly in November, with global equities in sterling up over 5%. Global bonds also rallied, as the headline inflation print in the US fell short of expectations.
Multi-Asset: October Monthly Commentary
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2 minutes read timeIn October geopolitical risk dominated the headlines with escalating tensions in the Middle East leading to volatility picking up, particularly in bond markets.
Multi-Asset – Investment Outlook – 2023: 4th Quarter Insights
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4 minutes read time The investment outlook on the fourth quarter (Q4) of 2023 from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
Multi-Asset: September Monthly Commentary
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2 minutes read timeIn September, stock markets were volatile, Will Bartleet (CIO/Portfolio Manager) and William Thompson (CSO/Portfolio Manager) discuss how pressure from bond markets and a possible pause in the Federal Reserve’s rate hiking cycle could affect risk assets.
Multi-Asset: August Monthly Commentary
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< 1 minute read timeWith Will Bartleet, CIO & Multi-Asset Portfolio Manager
Multi-Asset: July Monthly Commentary
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< 1 minute read timeWith Will Bartleet, CIO & Multi-Asset Portfolio Manager
Multi-Asset – Investment Outlook – 2023: 3rd Quarter Insights
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5 minutes read timeWith Will Bartleet, CIO & Multi-Asset Portfolio Manager
Multi-Asset: June Monthly Commentary
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< 1 minute read timeWith Will Bartleet, CIO & Multi-Asset Portfolio Manager