Multi Asset Boutique

Six investment challenges in the post-corona world

White Paper
COVID-19

Our lives have been transformed by the coronavirus. We used to come into the office, going about our business according to a predictable routine. Then, the coronavirus came along and turned everything upside down.

While much has been written about the shift to digital and its impact, relatively little has been said about the wider long-term changes for investors post coronavirus. Our investment strategists aim to redress this imbalance and talk about some of the big-picture issues facing investors.



Multi Asset Boutique
2020-07-02_wp_mastering-future-market-uncertainty-with-modern-multi-asset-investing_teaser
White Paper
COVID-19

Mastering future market uncertainty with modern multi-asset investing

COVID-19 has just rung in the next round of low yields prolonging the balancing act between risk and return for multi-asset investors. While traditional multi-asset strategies might struggle, their modern counterparts are highly adept at delivering on their promises of return generation and capital protection thanks to firm risk control, volatility targeting and unbiased decision-making.

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Multi Asset Boutique
2020-04-16_ma_animal-spirits_teaser
Viewpoint
COVID-19

Animal spirits will drive full market rebound from COVID-19 crash

COVID-19 has been wreaking havoc on global markets and investors have been dumping risky assets en masse leading to the fastest bear market of all time. The most pressing question for investors is now: when should you re-commit to the market? The answer is simple: once the virus has been contained and Keynesian animal spirits revive and start driving price action.

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Multi Asset Boutique
2019-12-13_ma_wp_why-investing-for-the-long-term_teaser
White Paper

Why Long-Term Investing Still Pays Off

Humans enjoy extrapolating past successes into the future – including when it comes to returns on their investments. Accordingly, baby boomers harbor ambitious expectations whereas millennials do not trust investing. Patterns witnessed over 300 years of financial market history explain what matters when it comes to investing in the current climate. The guide to our return estimates reveals the long-term potential of asset classes and our estimation methods.

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