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    1. Portfolio Insights

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    Insights to build stronger portfolios

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

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    • Multi-Asset Solutions Strategy Report
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    Most popular Insights

    Long-Term Capital Market Assumptions

    Time-tested projections to help build stronger portfolios

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    Multi-Asset Solutions Strategy Report

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

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    Global Alternatives Outlook

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

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    Getting real about rates

    The post-war era of substantially positive real interest rates may be gone for good.

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    Asset class views from our senior investors

    Global Asset Allocation Views 3Q 2023

    The economy faces slightly subtrend growth, with risks in both directions. We maintain a duration overweight, upgrade equity to neutral, remain neutral on credit and keep a slight overweight to cash. As stock-bond correlations follow inflation lower we favor selectively adding more risk-on positions.

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    Global Fixed Income Views 3Q 2023

    Recession is still our base case scenario, but we’ve lowered it to 55% while raising the likelihood of Sub Trend Growth to 40%. Our Crisis (5%) and Above Trend Growth (0%) scenarios are unchanged. Our top pick: agency mortgage-backed securities.

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    Global Equity Views 3Q 2023

    Our portfolio managers are modestly positive on markets. Despite high valuations, we think it is too early to take a stance against the AI winners. We prefer quality stocks across sectors, but the most obviously defensive stocks look overpriced.

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    Factor Views 3Q 2023

    Factor performance remained broadly positive despite a quarter of twists and turns. Macro carry factors enjoyed their second best quarter since the global financial crisis. Equity factors, especially value, look well supported by current valuations.

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    • Asset Class Views
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