OUR FLAGSHIP INSIGHTS
Featured Portfolio Insights
Global Asset Allocation Views 1Q22
While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.
Global Equity Views 4Q21
The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.