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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
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    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 3Q 2022

    Subtrend global growth and tighter monetary policy create a challenging outlook for asset markets in 2H22. We downgrade equities to underweight and credit to neutral, move to an overweight in cash and close our underweight to duration.

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    Global Fixed Income Views 3Q 2022

    Sub Trend Growth is now our base case scenario, at 45%. We cut our expectation of Above Trend Growth to 20%, increased Recession to 25% and left Crisis at 10%. Our best idea: high quality, short-duration bonds, in particular short-dated investment grade corporate bonds and securitized credit.

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    Global Equity Views 2Q 2022

    Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

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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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