Portfolio Insights

Insights to build stronger portfolios

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

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2020 Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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Monthly Strategy Report

Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

Global Alternatives Outlook

A rising rate environment, combined with lingering uncertainty about trade, should lead market volatility higher. The question for investors is how to respond.

Global Asset Allocation Views 2Q20

The COVID-19 outbreak has pushed the global economy into recession and equities likely have further to fall. We are overweight cash and duration and modestly underweight equity and credit.

Global Fixed Income Views 2Q20

We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well.

Global Equity Views 2Q20

Investors should be braced for further near-term declines in stock markets. But the combination of highly negative sentiment and attractive valuations presents a solid longer-term buying opportunity.

Factor Views 1Q20

Factor performance was broadly negative in Q4, despite a rally across risk assets. Equity factors underperformed and macro factors suffered from FX and commodity reversals. The opportunity set looks especially compelling for equity and event-driven factors.

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