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    1. Insights

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    Insights

    In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

    Market Insights

    Our Market Insights program is designed to empower investors to make better investment decisions.

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    • Guide to the Markets
    • Long-Term Capital Market Assumptions
    • Principles for Global Diversification

    PORTFOLIO INSIGHTS

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

    Global Asset Allocation Views

    While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.

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    Global Equity Views

    The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.

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    Global Fixed Income Views

    Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

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    Factor Views

    Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.

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    For important information, please refer to the homepage. 

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