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    1. Portfolio Insights

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    Portfolio Insights

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

    Your capital may be at risk.

    Stay Current

    • Multi-Asset Solutions Monthly Strategy Report
    • Asset Class Views
    • Weekly Bond Bulletin
    • ETF Perspectives
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    Monthly Strategy Report

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

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    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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    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 1Q 2022

    We kept our 4Q scenario expectations intact: Above Trend Growth is still our base case, at 80%; Sub Trend growth stays at 10% and we leave Recession and Crisis at 5% each. Best ideas include high yield debt, bank loans and bank AT1 securities.

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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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