Multi-Asset Solutions Strategy Report

We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.

American flag over building
27-11-2024

Parsing the market impact of the Trump economic agenda

This month’s report examines the Trump economic agenda, focusing on immigration, tariffs, deregulation and fiscal policy. We expect the agenda will be mostly market-friendly, but not without risks.

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By John Bilton
JB
John BiltonHead of Global Multi-Asset Strategy in Multi-Asset Solutions
, David Lebovitz
DL
David LebovitzGlobal Strategist in Multi-Asset Solutions
, and Kennedy Manley
KM
Kennedy ManleyGlobal Strategist in Multi-Asset Solutions
27-11-2024
07-11-2024

Income investing in a rate cutting cycle

Income investing in a rate cutting cycle

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By Mike Schoenhaut
MS
Mike SchoenhautPortfolio Manager Multi Asset Solutions
and Jakob Tanzmeister
JT
Jakob TanzmeisterInvestment Specialist Multi Asset Solutions
07-11-2024
Bridge in clouds
01-11-2024

The U.S.: An extension of the economic cycle

This month’s report explores economic developments in the U.S. and China that suggest the global expansion likely stays on solid footing, underpinning our preference for U.S. large cap and emerging market (especially Asian) equities and European bonds.

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By Tyler Bircher
TB
Tyler BircherGlobal Strategist in Multi-Asset Solutions
, Preeti Parashar
PP
Preeti ParasharGlobal Strategist in Multi-Asset Solutions
, and 2 others
SS
Sylvia ShengGlobal Strategist in Multi-Asset Solutions
TM
Thushka MaharajGlobal Strategist in Multi-Asset Solutions
01-11-2024
Bridge in clouds
29-08-2024

Cycle extension, not recession

This month’s report explains our view that moderating U.S. economic growth momentum is benign, not a recession precursor. Our portfolios favor U.S. equities and are neutral U.S. duration.

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By Ayesha Khalid
AK
Ayesha KhalidGlobal Strategist in Multi-Asset Solutions
and Sylvia Sheng
SS
Sylvia ShengGlobal Strategist in Multi-Asset Solutions
29-08-2024
Plane in the clouds
25-07-2024

The soft part of a soft landing

June’s mixed data, and the quarterly earnings results outlook, support the team’s constructive views: Our portfolios are overweight equity and credit and modestly underweight duration.

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By David Lebovitz
DL
David LebovitzGlobal Strategist in Multi-Asset Solutions
25-07-2024
Tokyo City Hall
31-05-2024

Shifting dynamics in Asian markets

China’s recent equity rally may not be sustainable, while the structural case for Japanese stocks remains intact. The team’s equity overweight includes a preference for U.S., European and Japanese stocks.

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By Preeti Parashar
PP
Preeti ParasharGlobal Strategist in Multi-Asset Solutions
and Sylvia Sheng
SS
Sylvia ShengGlobal Strategist in Multi-Asset Solutions
31-05-2024