Portfolio Insights

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Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

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Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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Monthly Strategy Report

Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

Global Alternatives Outlook

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

Global Asset Allocation Views 3Q21

Amid above-trend global growth, we overweight stocks, favoring cyclical regions. We underweight duration and pared our credit overweight. Inflation risks are fading, but we’re watching risks related to vaccine/virus data, earnings and policy.

Global Fixed Income Views 3Q21

With central banks committed to over-accommodation, Above Trend Growth remains our base case (at 90%); the probability of Recession and Crisis are both at just 5%. Our best ideas include U.S. and European high yield, bank loans, bank capital notes.

Global Equity Views 3Q21

Corporate profits are breaking records and we expect robust growth in 2022. But high valuations, especially for fast-growing companies, restrain our enthusiasm. We have modest return expectations overall, seeing good opportunities for stock selection.

Factor Views 3Q21

Factors generally performed well while volatility remained high. Equity value, quality and momentum rose early in the quarter but fell in June as market leadership shifted.

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