Multi Asset
The big headlines Q3
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance.
Multi asset investing calls for a broad skillset. Our investment professionals share their market and asset class views.
The big headlines Q3
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance.
September 2024 MPS Market Review
Global stock markets accrued impressive gains through September, rounding out a positive, if emotional, 3rd quarter for investors.
Spotlight on Demographics: A growing challenge for retirement planning
Explore how an ageing population can drive global inflation, impact policies, and necessitate new retirement planning strategies. Learn more.
August 2024 MPS Market Review
Global Stock markets, in aggregate, carved out marginal gains across August, however, this net performance masks far higher levels of volatility beneath the surface.
A closer look at the proposed Value for Money framework for DC workplace pensions
Explore expert insights as Michael O’Shea discusses the FCA’s proposed Value for Money (VfM) framework for default DC pensions.
Spotlight on Labour’s Pension Schemes Bill
Explore expert insights on Labour's Pension Schemes Bill and find how it may pave the way towards better retirement outcomes. Featuring views from Michael O'Shea and Georgina Taylor.
July 2024 MPS Market Review
Stocks delivered reasonable returns across July, though a vicious sting in the tail would await investors.
Spotlight on the Retirement Income Advice Review
Explore expert insights on the Retirement Income Advice Review and its impact on decumulation strategies, featuring views from Graham Hook and Georgina Taylor
Guaranteed income and growth in retirement... are both within reach?
Georgina Taylor, head of multi-asset, explores how combining traditional investments and guaranteed income can enhance retirement outcomes and legacy potential.
Investing in multi-asset funds can manage UK CGT liability following cuts to annual allowance
Learn how multi-asset funds can help manage UK CGT liability and reduce risk in market uncertainty.
June 2024 MPS Market Review
Stocks endured mixed performance in June as US shares resumed their position of global leadership whilst European bourses, rocked by political uncertainty, fell away.
May 2024 MPS Market Review
Following a challenging April, stock markets enjoyed a recovery in May, delivering firmly positive performance across most developed markets, despite a slew of high-profile political developments.
The cash trap: Why doing nothing with your money can cost you
When interest rates are higher holding cash can have appeal and feel comfortable, due to its low risk approach. But could too much comfort be preventing you from building your wealth to its potential over the long term? Find out more.
April 2024 MPS Market Review
After a blistering first quarter of 2024, market momentum finally stalled in April as anxieties grew over the stubborn inflationary backdrop, most notably in the US – the globe’s dominant economy.
Q1 2024 – Invesco Model Portfolio Service Market Update
Equity markets continued their impressive form in March and the loosely defined US Tech sector made the most significant contribution to Q1 returns. Meanwhile, the resurgent Energy sector helped the UK bourse to enjoy relative success whilst Japanese equity performance was also pretty eye-catching. However, another relatively disappointing quarter for Emerging Markets.
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