Asset Allocation Chart Pack Asset Allocation Chart Pack (Feb. 2024) Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments. Most 'risky' assets fared well this month, with resilient economic activity helping to... 29th February 2024 · 1 min read
Asset Allocation Chart Pack Asset Allocation Chart Pack (Jan. 2024) Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments. We expect “safe” assets to rally a bit more over the next couple of years, largely... 30th January 2024 · 1 min read
Asset Allocation Chart Pack Asset Allocation Chart Pack (Nov. 2023) Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments. Both "safe" and "risky" assets have generally notched up strong returns this month. We... 30th November 2023 · 1 min read
Asset Allocation Chart Pack Asset Allocation Chart Pack (Oct. 2023) Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments. We expect the fortunes of 'safe' assets to improve over the rest of this year, largely... 30th October 2023 · 1 min read
Asset Allocation Chart Pack Asset Allocation Chart Pack (Aug. 2023) Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments. Although we’re growing less convinced by the idea that the US economy will tip into... 31st August 2023 · 1 min read
Asset Allocation Chart Pack Asset Allocation Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 28th July 2023 · 1 min read
Asset Allocation Chart Pack Odds look stacked against risky assets Aside from the US stock market – which is being propped up by a handful of big name stocks and a serious dose of AI fever – most risky assets have struggled over the past month or so. We don’t think... 1st June 2023 · 12 mins read
Asset Allocation Chart Pack 2023’s rally in US equities is looking a little thin The MSCI USA Index has not made much further headway on net in April so far. But it has at least held on to its strong gains from earlier in 2023, returning about 8% YTD. Part of that strength... 28th April 2023 · 13 mins read
Asset Allocation Chart Pack Cash is king as “higher-for-longer” worries take hold While the ~0.3% return from US dollar cash between 31st January and 24th February was hardly impressive, cash nonetheless outperformed all of the other eighteen headline indices that we track. As data... 28th February 2023 · 13 mins read
Asset Allocation Chart Pack We think the rally in risky assets is on borrowed time The broad-based rally in “risky” assets that got underway in Q4 of last year has continued in 2023 so far, with global equities, developed market (DM) REITs, corporate bonds and industrial metals all... 31st January 2023 · 12 mins read
Asset Allocation Chart Pack Equities may take longer to turn a corner than bonds A renewed pullback in global equity markets and rise in bond yields in December is set to cap off a historically poor year for returns from both “risky” and “safe” asset classes. In fact, once the... 22nd December 2022 · 13 mins read
Asset Allocation Chart Pack Outperformance of European equities may be short-lived Despite the rally that began in October continuing throughout November, US equities still underperformed their European counterparts in common-currency terms last month. Admittedly, exchange rate... 2nd December 2022 · 13 mins read
Asset Allocation Chart Pack Bonds may soon cease to be the biggest threat to equities As has been the pattern for much of this year, a sharp rise in government bond yields in September heaped yet more downward pressure on stock markets, with the S&P 500 reaching its lowest level since... 30th September 2022 · 14 mins read
Asset Allocation Chart Pack European assets face a more challenging backdrop While European prices for natural gas have retreated in recent days, the widely tracked TTF benchmark has still risen by more than 20% in August, and remains at a level about ten times higher than was... 31st August 2022 · 15 mins read
Asset Allocation Chart Pack Mounting growth concerns leave few places to hide The period since the publication of our last Asset Allocation Chart Book on 31 st May has brought yet more pain for investors. Between then and 28 th June, the returns from all the headline indices... 30th June 2022 · 12 mins read
Asset Allocation Chart Pack Twin recoveries in Treasuries and US equities may not last For much of this year, expectations of tighter Fed policy have driven up Treasury yields, weighing on the US stock market’s valuation in the process. That has changed since we published our last Asset... 31st May 2022 · 12 mins read
