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Climate change

Climate change is a global challenge that we cannot afford to ignore. Momentum is growing for ambitious carbon transition policies that will create winners and losers across companies, sectors and markets. For investors, the time to act is now.

ALIGNING INVESTMENTS WITH VALUES

In a fast-changing world, sustainability is a growing concern for our clients. Many investors have twin goals: to generate returns, and to do so in a way that aligns with their values.

We are committed to incorporating the management of risks associated with environmental, social and governance (ESG) factors across our entire investment platform. For investors who want to express their values explicitly in their portfolios, we offer a broad range of sustainable investment capabilities.

EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

2021 Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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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 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.

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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.

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Global Fixed Income Views 3Q21

With central banks committed to over-accommodation, Above Trend Growth remains our base case (at 90%); the probability of Recession and Crisis are both at just 5%. Our best ideas include U.S. and European high yield, bank loans, bank capital notes.

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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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