In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
Continue readingKnowns and unknowns after a tumultuous year
In this article, William Davies, CIO at Columbia Threadneedle outlines key learnings and opportunities as a result of the COVID Pandemic and how that will shape thinking into 2021.
Continue readingInvestment style rotations: growth versus value
William Davies, CIO, EMEA & Global Head of Equities at Columbia Threadneedle discusses the advantages and disadvantages of style rotations
Continue readingFinding Room for global property in your investment portfolio
In this article Nicolas Lyle outlines why Global property was one of the best performing asset classes in 2019, achieving a total return of 24% in USD.
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