Asset allocation update: leaning selectively against the wind

Asset allocation update: leaning selectively against the wind

🕔09:57, 9.Sep 2020

Multi-asset | September 2020 Most asset market returns can be distilled down to two basic elements: movements in cash flows and discount rates. In the past month or so, for risky assets such as equities, each has moved in a

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Changing credit views amid volatility

Changing credit views amid volatility

🕔08:03, 9.Sep 2020

Weekly commentary Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart. Tighter valuations increase the risk of volatility, particularly ahead of divisive U.S. elections. Last week’s equity selloff illustrates this. Against …

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