Webcast – Froth And Fundamentals – (10min:36sec) – January 13, 2021


multi-asset

 

Webcast – Froth And Fundamentals – (10min:36sec) – January 13, 2021
Webcasts · 

In this week’s Webcast, MRB strategist Peter Perkins discusses the outlook for capital markets and highlights MRB’s current recommended positioning for multi-asset portfolios.



 

Absolute Return Strategy – Selectivity After The Runup – January 12, 2021
Absolute Return · 

This report focuses on positioning around the potential for some near-term turbulence in global equity markets following the recent sharp upleg.



 

Asset Allocation Strategy – The Inevitable Test Of Investor Nerves – January 8, 2021
 · Asset Allocation · 

Risk assets are already discounting a very favorable multi-year macro outlook and are expensive based on historical metrics.



 

Absolute Return Strategy – Positioning For 2021 – December 16, 2020
Absolute Return ·  · 

The COVID-19 pandemic took global policy and the economy hostage in 2020.



 

Webcast – Outlook 2021: Guarding Against Exuberance – (12min:27sec) – December 10, 2020
Webcasts · 

In this week’s Webcast, MRB strategist Peter Perkins discusses the 2021 outlook for multi-asset investing and appropriate positioning.



 

Asset Allocation Strategy – Outlook 2021: Rotation Or Bust – December 4, 2020
 · Asset Allocation · 

Speculative fever has taken hold, with equities, credit, industrial metals prices and cryptocurrencies surging in the past month on optimism about the economic outlook following positive news on COVID-19 vaccines.



 

Webcast – Top 5 Client Requests Of The Month – (12min:59sec) – December 1, 2020
Webcasts · 

MRB assists clients with on-demand questions which cover a wide range of issues and asset markets.



 

Webinar – The Great Equity & Currency Rotation – (89min:16sec) – November 18, 2020
Webcasts · 

In this week’s special MRB Webinar, Phillip Colmar and Mehran Nakhjavani address the question of asset rotation and answer questions from clients.



 

Absolute Return Strategy – The Ebb And Flow Of Uncertainty – November 12, 2020
Absolute Return ·  · 

There has been a clash all year between the countervailing forces of the sudden-stop recession and unprecedented policy reflation.



 

Asset Allocation Strategy – A Choppy Path To A Synchronized Economic Recovery – November 6, 2020
 · Asset Allocation · 

Markets have celebrated the mixed outcome of the U.S. election, but global growth momentum is set to wane in the near term as COVID-19 cases escalate in Europe and the U.S.



 

Absolute Return Strategy – The Opportunities Are In The Laggards – September 10, 2020
Absolute Return ·  · 

It has been a bumpy ride for investors over the past week as equities abruptly pulled back from overbought levels, before catching a bid yesterday.



 

Absolute Return Strategy – Equity Leaders Vs Everything Else – September 3, 2020
Absolute Return ·  · 

Market leaders typically have a material influence on overall equity performance, but it has been dramatic this year.



 

Webcast – The Investment Cycle Is Reliant On The Reflationary Bridge – (13min:51sec) – August 26, 2020
Webcasts · 

Phillip Colmar talks about our latest thematic research on the reflationary bridge, the Stylized Investment Cycle, and the potential for a rotation away from U.S. leadership.



 

Weekly Macro Strategy – Dollar Doldrums – August 21, 2020
 · Weekly Macro Strategy · 

Equities are at near-run risk as they have front-run a positive economic outcome. Regional rebounds in COVID-19 infections remain both a source of economic drag and ongoing uncertainty about the future.



 

Asset Allocation Strategy – Tread Carefully, And Tactically – August 7, 2020
 · Asset Allocation · 

Momentum, sentiment and policy can be crucial drivers of capital markets over a 3-6 month horizon, but ultimately fundamentals determine asset performance.



 

Webcast – Is The U.S. Set To Lose Equity & Currency Leadership? – (11min:55sec) – July 30, 2020
Webcasts · 

In this week’s Webcast, Phillip Colmar explores the potential for a broad-based rotation in relative performance away from U.S. leadership, and provides several investment strategy recommendations.



 

Absolute Return Strategy – Do U.S. Assets Justify Their Premium? – July 28, 2020
Absolute Return ·  · 

Today’s report explores the potential for a broad-based rotation in relative performance away from U.S. equity and currency leadership.



 

Theme – Do U.S. Assets Justify Their Premium? – July 28, 2020
 · Themes · 

Today’s report explores the potential for a broad-based rotation in relative performance away from U.S. equity and currency leadership.



 

Webcast – COVID-19 Lingers As A Recovery Headwind – (8min:32sec) – July 8, 2020
Webcasts · 

In this week’s Webcast, MRB strategist Peter Perkins discusses the investment outlook and MRB’s recommended multi-asset positioning for the next 6-12 months.



 

Absolute Return Strategy – Setting Up For Another Shakeout? – June 23, 2020
Absolute Return ·  · 

The powerful bounce back in global risk assets since late-March has benefited our pro-growth positioning.



 

Webcast – Taking Selective Bets – (9min:52sec) – June 10, 2020
Webcasts · 

In this week’s Webcast, MRB strategist Peter Perkins discusses the outlook for capital markets over the next 6-12 months and MRB’s asset allocation recommendations.



 

Asset Allocation Strategy – Keep A Hold Of The Reins – June 5, 2020
 · Asset Allocation · 

The recent strong rebound in risk assets and the global stock /bond ratio is likely to taper in the months ahead against a backdrop of a hesitant economic recovery and lingering health and political uncertainty.



 

Webcast – Top 5 Client Requests Of The Month – (10min:37sec) – May 13, 2020
Webcasts · 

In this week’s Webcast, Warren Smith and Santiago Espinosa discuss the top five queries from clients in the past month.



 

Theme – Mania Profiling (Part VI): What Assets Will Be Next? – May 12, 2020
 · Themes · 

This report concludes our series on profiling asset manias. We began this series in late-2019 by outlining MRB’s framework for asset bubbles and compared the current macro backdrop with factors that have traditionally led to manic episodes.



 

Asset Allocation Strategy – Don’t Ignore Reopening Risks – May 1, 2020
 · Asset Allocation · 

Trends in COVID-19 growth rates and key economic indicators, combined with aggressive policy support, augur positively for risk assets and the global S/B ratio, but much of the good news is already discounted.



 

Absolute Return Strategy – Catch The Waves: The Next Is Approaching – April 30, 2020
Absolute Return ·  · 

Investor sentiment has shifted rapidly from being overly optimistic on expectations of an acceleration in global growth conditions in late-January, to pricing in another deep recession by late-March, to now seemingly overly complacent about the likely recovery path ahead.



 

Webcast – Necessary But Not Yet Sufficient – (11min:29sec) – April 8, 2020
Webcasts · 

In this week’s Webcast, MRB strategist Peter Perkins assesses COVID-19 trends and the potential economic impacts, and looks at key drivers of equities and credit for overall investment strategy and asset allocation.



 

Asset Allocation Strategy – Follow The Policy Lead – April 3, 2020
 · Asset Allocation · 

Policymakers are “all in” in attempting to overcome the health crisis and its economic consequences.



 

Theme Report – Fallout From COVID-19: Most Asked Questions – March 12, 2020
Absolute Return ·  · Themes · 

The rapid spread of COVID-19 across the globe has dramatically heightened investor uncertainty and rocked global financial markets.



 

Asset Allocation Strategy – It Is Still A Recession Call – March 6, 2020
 · Asset Allocation · 

Investors should expect a bumpy path in the near term as COVID-19 spreads more deeply into the U.S. and Europe.