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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 3Q21

Amid above-trend global growth, we overweight stocks, favoring cyclical regions. We underweight duration and pared our credit overweight. Inflation risks are fading, but we’re watching risks related to vaccine/virus data, earnings and policy.

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Global Fixed Income Views 4Q21

Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

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Global Equity Views 3Q21

Corporate profits are breaking records and we expect robust growth in 2022. But high valuations, especially for fast-growing companies, restrain our enthusiasm. We have modest return expectations overall, seeing good opportunities for stock selection.

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Factor Views 3Q21

Factors generally performed well while volatility remained high. Equity value, quality and momentum rose early in the quarter but fell in June as market leadership shifted.

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