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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

The main driver of asset returns likely transitions from liquidity to growth in 2021. We maintain a pro-risk tilt, prefer cyclical equities, are neutral on U.S. large caps and in credit favor EM debt. We move duration from underweight to neutral.

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Global Equity Views

The rebound in equities has been impressive, but it is still uneven. Enthusiasm for large cap technology winners has intensified and valuations vary widely. For our team, the big debate is about stock selection rather than market direction.

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Global Fixed Income Views

Above Trend Growth remains our base case as vaccinations start and global reopening begins. Inflation is a risk but we think it would be short term. Our preferences include emerging market local bonds, investment grade bank credit, high yield bonds.

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Factor Views

Factor performance was mixed, on balance, over the quarter with many factors following their recent trajectories. Fundamental factors generally underperformed; merger arbitrage had a strong quarter.

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For important information, please refer to the homepage. 

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