investment viewpoints

Webinar | Multi asset: too many scenarios? Try an all-weather approach

Webinar | Multi asset: too many scenarios? Try an all-weather approach
Florian Ielpo - Head of Macro, Multi asset

Florian Ielpo

Head of Macro, Multi asset
Aurèle Storno - Chief Investment Officer, Multi Asset

Aurèle Storno

Chief Investment Officer, Multi Asset

Watch the replay of our webinar: “Multi asset: too many scenarios? Try an all-weather approach”.




Investors are facing multiple scenarios – from a ‘soft’, ‘hard’ or ‘no’ landing – with the risk of stagflation a blind spot. Given that none of these outcomes are certain, how can an all-weather approach to multi asset help portfolios adapt to shifting macro and market conditions?


In this webinar, the Multi Asset team driving our All Roads strategies addressed this question in three stages:

  • Aurèle Storno, CIO – Multi Asset, examines these scenarios and their likely impact on markets. He then shows how the team’s mantra – don’t be wedded to one scenario – informs its all-weather approach to seeking positive, stable returns amid complexity
  • Alain Forclaz, Deputy CIO – Multi Asset, reviews the recent signals and their impact on All Roads’ portfolio positioning to explain how its diversified, dynamic and disciplined approach responds to change – either by seeking returns or minimising drawdowns
  • Florian Ielpo, Head of Macro – Multi Asset, explains what our proprietary nowcasting indicators for growth, inflation and monetary-policy surprises, are telling us about the changing macro environment  


Watch the replay of our webinar to understand how a diversified, flexible, risk-based approach to multi asset can adapt to multiple scenarios, leading to a smoother investment journey.

All Roads Strategy Overview.

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