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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

Weakness in global trade and manufacturing dampen the global growth outlook. We keep a modest underweight to stocks, trim credit back to neutral given a deterioration in corporate fundamentals, and maintain a small overweight to USD cash.

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Global Equity Views

As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.

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Global Fixed Income Views

We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.

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Factor Views

Factor performance was positive, on balance. Equity value and momentum experienced sharp reversals in early September. Event-driven factors were mixed and macro factors were up across the board despite geopolitical uncertainty.

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For important information, please refer to the homepage. 

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