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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

Despite economic optimism, expressing a risk-on view is likely to be more nuanced in 2021. We favor cyclical equity regions and value as a style. Credit, especially high yield, is still our preferred fixed income asset.

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Global Equity Views

While valuations are much higher and speculative activity is on the rise, our investors take comfort from powerful corporate profit growth and favorable comparisons with exceptionally low bond yields. Within markets, we recommend a balanced approach.

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Global Fixed Income Views

Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.

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Factor Views

Factors have seemingly found their footing after a volatile 2020. Equity value exhibited its strongest performance in around 20 years and equity size was up significantly. Merger arbitrage and trend factors extended recent gains.

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For important information, please refer to the homepage. 

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