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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.

Go To:

  • 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

Trade disputes are raising the downside risks to our forecast for slightly subtrend growth.

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Global Equity Views

After a strong first half, we are a little cautious, but see no reason to move aggressively away from equity exposure. Many defensive stocks are richly priced, we see opportunity in out-of-favor value, and we continue to monitor trade tensions.

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Global Fixed Income Views

Given trade escalations, Sub Trend Growth is our base case (45% probability) with Recession probability at 20% as consumer and corporate confidence erode. 

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Factor Views

Factor performance was negative, on balance. Equity momentum gained, but event-driven factors were mixed and whipsawing commodities markets challenged macro factors. Looking ahead, we are most bullish about the prospects for the value factor.

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For important information, please refer to the homepage. 

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