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Portfolio Insights

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

Your capital may be at risk.

Stay Current

  • Multi-Asset Solutions Strategy Report
  • Asset Class Views
  • Weekly Bond Bulletin
  • ETF Perspectives

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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Asset class views from our senior investors

Global Asset Allocation Views 2Q 2025

As U.S. growth is cooling, but not collapsing, we have trimmed overall risk in our portfolios. We are broadly neutral to modestly overweight equity; we overweight credit with reasonable conviction and mildly overweight duration.

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Global Fixed Income Views 2Q 2025

We see Sub-Trend Growth as becoming more likely at 60%, and have lowered the probability of Above-Trend Growth to 10%. We raised the probability of a Recession to 20% while Crisis remains at 10%.

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Global Equity Views 1Q 2025

2025 looks like a good year for profits. Many of our investors favor adding to defensive and higher quality names while remaining cautious about AI stock valuations.

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Factor Views 1Q 2025

U.S. equity factors led the market lower in the fourth quarter of 2024, the first decline, in aggregate, since early 2023 as the market was challenged by stock investors’ preference for expensive, low quality stocks. Macro factors performed well.

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  • Asset Class Views