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Asset Class Views

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

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.

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Global Fixed Income Views 1Q22

We kept our 4Q scenario expectations intact: Above Trend Growth is still our base case, at 80%; Sub Trend growth stays at 10% and we leave Recession and Crisis at 5% each. Best ideas include high yield debt, bank loans and bank AT1 securities.

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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.

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Factor Views 4Q21

Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.

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