OUR FLAGSHIP INSIGHTS
Featured Portfolio Insights
Global Asset Allocation Views 2Q21
Despite economic optimism, expressing a risk-on view is likely to be more nuanced in 2021. We favor cyclical equity regions and value as a style. Credit, especially high yield, is still our preferred fixed income asset.
Global Equity Views 1Q21
While valuations are much higher and speculative activity is on the rise, our investors take comfort from powerful corporate profit growth and favorable comparisons with exceptionally low bond yields. Within markets, we recommend a balanced approach.