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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

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.

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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 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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For important information, please refer to the homepage. 

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