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The long path to fiscal credibility
multi-assetAll Roads
multi-assetAll Roads

The long path to fiscal credibility

After years of fiscal spending, how will markets react to a global shift towards fiscal consolidation in 2025? 
Up, down and all around: what’s happening with inflation?
multi-assetAll Roads
multi-assetAll Roads

Up, down and all around: what’s happening with inflation?

Fears that inflation is resurfacing have stoked market tremors; yet, this week’s Simply put explains why inflation may actually be heading lower
A new rate environment: what do higher bond yields mean?
multi-assetAll Roads
multi-assetAll Roads

A new rate environment: what do higher bond yields mean?

Simply put assesses the impact of rising government yields and a stronger US dollar on growth, fiscal scenarios and earnings outlooks.
Will US market concentration fade in 2025?
multi-assetAll Roads
multi-assetAll Roads

Will US market concentration fade in 2025?

US assets may no longer reign supreme in markets in 2025, depending on the direction of fiscal policy. Will more balanced growth prospects prevail? 
Webinar: multi-asset outlook 2025
multi-assetAll Roads
multi-assetAll Roads

Webinar: multi-asset outlook 2025

Our webinar about the 2025 outlook for multi-asset investors explores various macro scenarios and their market impact. 
Multi asset: will fiscal policy catch investors off guard?
multi-assetAll Roads
multi-assetAll Roads

Multi asset: will fiscal policy catch investors off guard?

The interplay between more balanced growth momentum and fiscal consolidation in 2025 could fuel market volatility, reinforcing the case for diversification. 
How could the end of free trade impact markets?
multi-assetAll Roads
multi-assetAll Roads

How could the end of free trade impact markets?

Donald Trump’s return to the White House marks an end to free trade. We consider what this might mean for global markets and emerging markets in particular. 
Naughty or nice: can investors expect a Santa rally this December?
multi-assetAll Roads
multi-assetAll Roads

Naughty or nice: can investors expect a Santa rally this December?

Each December, the so-called Santa rally glides into investment discourse. Do equities really perform more strongly into the end of each year, and can we expect an extension on 2024’s already robust gains?
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