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    1. Asset Class Views | Portfolio Insights

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    Asset Class Views

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

    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 2Q22

    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 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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