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John Mullins Profile
John Mullins
Investment Director
London

Insights By John Mullins

Showing of Insights Posts
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Macro and market Multi-asset Asset allocation Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Asset Allocation Outlook

Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

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5 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Small cap Diversification Multi-asset Tactical allocation Wealth Program Inflation Multi-Asset solutions Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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By

John Mullins

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6 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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China Macro and market Equity iStrat EM equity Tactical allocation iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

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Multiple authors

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Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
flower-hero-navy-v1
Growth Fixed income High yield Equity Macro Strategic allocation Value vs growth Bank liquidity Volatility Inflation Tactical allocation iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to nurture a growth mindset in a higher-yielding landscape

In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.

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Multiple authors

event
12 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Income Fixed income Asset allocation iStrat program Inflation Value vs growth Economic cycle Monetary policy Tactical allocation Equity Multi-asset Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Alex King, Supriya Menon and John Mullins think the case for income only gets stronger. How can investors make the most of opportunities? 

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Multiple authors

event
5 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Diversification Fixed income Asset allocation Inflation Tactical allocation iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Adopt a new vantage point for diversifying your portfolio

Supriya Menon, Alex King and John Mullins explore why a diversified mixed of fixed income exposure is a key component of a nuanced approach to diversification in today's cyclical macro regime.

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Multiple authors

event
7 min
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Income Asset allocation Active management iStrat Multi-asset Inflation Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing the inflation dilemma head on

Inflation has already fallen much quicker than most expected. However, there are convincing reasons why inflation might be higher and more volatile going forward. What are the implications for asset allocation?

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By

John Mullins

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Article
2025-02-23
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Multi-asset iStrat Emerging Market Development Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure Article
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Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

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Multiple authors

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Article
2024-12-31
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