24th August 2020

Quilter Cheviot: Diary of a Fund Manager - Washington Affairs

In this week’s Diary thoughts about the approaching US presidential election, back to the flu pandemic in 1918 as a model for now and the power of zero.

August finally exerted its traditional soporific grip on financial markets with most indices little changed. Having said that US equities reached a record high on Tuesday with Apple becoming the first US company worth $2 trillion.

Investment Commentary, Investments, US

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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