multi-asset.

Analysing market returns for each US election period from 1964, we ask: should multi-asset investors increase diversification before the November vote?

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

`Exciting’ investment trends may come and go, but we aim to remain focused on the bedrock of long-term value creation. We review the core elements of our strategy in the Q3 issue of Simply put. 

Political tumult in France is seeing European markets lag the US, especially fixed income. Our risk models – and allocations – are on the move. 

Are equity and bond valuations too expensive? LOIM’s cross-asset valuation metric begs to differ and positions in multi asset for growth opportunities and risk management.