There were no items found based on the criteria entered.5 minutesDecember 2023 Limiting carbon, not growth
Sustainability is much too big and important a topic to be confined to only equity investing.November 2023 Multi Asset Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.November 2023 Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.September 2023 Are we there yet? Our long-term outlook
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.July 2023 Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.June 2023 Multi Asset: our views on inflation
Will inflation subside soon? The team gives their view and explains the effect on the portfolio.February 2023 Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.January 2023 Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.January 2023 The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.January 2023 The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.November 2022 Archived Multi Asset Stewardship Report
Summary of the Multi Asset Team’s Stewardship Activities for 2021/22.2020/21 Archived Multi Asset Stewardship Report.
Summary of the Multi Asset Team’s Stewardship Activities for 2020/21.September 2021 Archived Long-Term Return Expectations update.
Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.September 2021 Archived Climate-Informed Long Term Returns Expectations.
Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
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