Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

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The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Solutions in 2022: a defining time for inflation and ESG

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As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.

Solutions in 2021: adapting to a new normal

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In unprecedented times, clients are struggling to build well-diversified portfolios, as well as grappling with the rising cost of guarantees and management of very expensive liabilities. After depending on fixed income diversification for decades, they must find new ways to hedge their exposures while growing assets.

Was die us-präsidentschaftswahl für die märkte bedeutet … und was nicht!

Der Wahlzyklus wird kurzfristig zu höherer Volatilität führen, dürfte aber unserer Ansicht nach die langfristigen Durchschnittskurse kaum beeinflussen

Investment team updates – bullet points 4 September

Pensions Watch – November 2020

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Summer slumber soothes markets

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Our fixed income team provide their weekly snapshot of market events.

Investment team updates – bullet points 14 August

Global map

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Investment team updates – bullet points 07 August

Global map

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Investment team updates – bullet points 19 June

Globe

Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.