Audience Selected - Individual
Audience Selected - Intermediary
Audience Selected - Institutional

Quarterly Investment Commentary

With the first quarter of 2024 now in the rear-view mirror, Nathan Sweeney and the Multi-Asset team share their insights about the key themes occupying investors’ attention and offer thoughts on what lies ahead.


In our quarterly update, the Multi-Asset team review the first quarter of 2024 sharing insights into whether we are in a bubble, central bank interest rate expectations, the AI productivity boom and five reasons why they believe growth will continue into the next quarter.

The team also look at the key buys and sells during the quarter and the current portfolio positioning before highlighting their featured fund and moving onto an outlook for the quarter to come.

You can read all of this and more in depth details by clicking below.


Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.