Our Multi-Asset team remains constructive on global markets, with a generally bullish stance over the intermediate term.
Mortgage-backed securities are becoming more attractive as higher interest rates discourage homeowners from refinancing.
Keep an eye on central banks as real policy rates turn positive in the US next year.
Michael Kelly, global head of multi-asset, explores why investors need to be able to navigate changing landscapes.
Trade frictions and uncertainty over the near-term strength of China’s economy are dominating coverage and markets of late. Is this a replay of 2015?