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Read the latest market analysis on Russia’s invasion of Ukraine >

Casting far and wide in Chinese bonds with ETFs

Our ETF strategies invest onshore and offshore to capture opportunities in China fixed income across duration and quality.

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Eye on the Market

Eye on the Market offers timely commentary and views on the economy, markets, and investment portfolios from Michael Cembalest, Chairman of Market and Investment Strategy.

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 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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Global Fixed Income Views 2Q 2022

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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Factor Views 1Q22

Factors generally had a strong 2021 and we still like equity factors, which remain historically cheap. Value, quality and momentum benefitted in Q4 as markets favored strong fundamentals. Merger arb hit new highs but energy shocks hurt macro factors.

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