Asset Allocation Update
Frequent succinct analysis, covering the implications of a topical issue.
- Tackles a current issue and considers the implications for future asset returns.
- Contains concise analysis – typically one page.
- Communicates our views in way that is quick and easy to read.
- 25 November, 2020 in A fresh look at the relative performance of US equities
- 24 November, 2020 in Vaccines & the next stage of the pandemic for markets
- 20 November, 2020 in Low Treasury yields may help US REITs to outperform
- 19 November, 2020 in Rates & equity rotations: correlation versus causation
- 11 November, 2020 in Valuations could work in favour of US equity REITs
- 6 November, 2020 in Bonds and equities post US elections: 2016 vs. 2020
- 4 November, 2020 in Uncertain election outcome leaves markets in limbo
- 3 November, 2020 in Weighing up the relative prospects for energy & metals
- 29 October, 2020 in Corporate bonds, central banks and coronavirus
- 28 October, 2020 in How would TIPS fare if US inflation surged?
- 26 October, 2020 in We expect EM equity outperformance in Asia to end
- 16 October, 2020 in Why havens look less safe in the world after COVID
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