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    1. Portfolio Insights

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    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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    • Multi-Asset Solutions Monthly Strategy Report
    • Asset Class Views
    • Strategic Investment Advisory Group

    Most popular Insights

    ltcma

    Long-Term Capital Market Assumptions

    Time-tested projections to help build stronger portfolios

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    monthly strategy

    Monthly Strategy Report

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

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    outlook

    Global Alternatives Outlook

    Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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    rates

    Getting real about rates

    The post-war era of substantially positive real interest rates may be gone for good.

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    Asset class views from our senior investors

    Global Asset Allocation Views 2Q 2022

    As asset markets recalibrate, we expect ongoing volatility and reduce risk levels accordingly. We trim equities to neutral, keep our duration underweight and remain overweight credit. Later in 2022 we see potential for better returns as uncertainty clears.

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    Global Fixed Income Views 2Q 2022

    We revised our 2Q scenario expectations: Above Trend Growth fell to 50% while Sub Trend Growth rose to 25%, Recession to 15% and Crisis to 10%. Our best ideas include a combination of corporate credit, both investment grade and high yield, and short-duration securitized credit.

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    Global Equity Views 1Q 2022

    Equity markets had a bumpy start to the year even before the outbreak of war in Ukraine. We see profit growth continuing, though at a much slower pace. Our strategies have a strong bias to better-quality companies. Valuations look mostly reasonable.

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    Factor Views 2Q 2022

    Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

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    • Asset Class Views
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