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Asset Class Views

Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

Global Asset Allocation Views

Amid above-trend global growth, we overweight stocks, favoring cyclical regions. We underweight duration and pared our credit overweight. Inflation risks are fading, but we’re watching risks related to vaccine/virus data.

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Global Equity Views

Corporate profits have surged. High valuations temper our enthusiasm, but a wide gap between cheap and expensive stocks suggests plenty of opportunity for stock selection. U.S. small caps look set for further outperformance.

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Global Fixed Income Views

With central banks committed to over-accommodation, Above Trend Growth remains our base case (at 90%); the probability of Recession and Crisis are both at just 5%. Our best ideas include U.S. and European high yield, bank loans, bank capital notes.

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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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