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Long-Term Capital Market Assumptions

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Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

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Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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 Fixed Income Views 2Q21

Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.

Global Equity Views 2Q21

Corporate profits have surged. High valuations temper our enthusiasm, but a wide gap between cheap and expensive stocks suggests plenty of opportunity for stock selection. U.S. small caps look set for further outperformance.

Factor Views 2Q21

Factors have seemingly found their footing after a volatile 2020. Equity value exhibited its strongest performance in around 20 years and equity size was up significantly. Merger arbitrage and trend factors extended recent gains.

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