Multi-Asset Strategy Quarterly – July 2023
In this edition, Iain Cunningham and Michael Spinks outline their cyclical growth view, and explain why all the early indicators point to a recession – despite the market looking in the other direction. Sahil Mahtani takes a closer look at artificial intelligence, which holds much promise for modern society, but whose adoption needs to be carefully managed. Finally, we close with a succinct summary of our higher conviction asset class views, beginning with equities, moving on to fixed income, currency and closing out with commodities.