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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 3Q20

Our updated views reflect a moderately greater risk tolerance and a recognition that central banks are “all in.” We are neutral stocks vs. bonds, prefer U.S. equities, overweight investment grade credit and reduce duration to a small underweight.

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Global Fixed Income Views 3Q20

After a historic quarter of global pandemic and breathtaking fiscal and monetary support, we believe GDP has bottomed. Above Trend Growth is our base case (80% probability). Our preferences include bank capital and high quality securitized credit.

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Global Equity Views 3Q20

While the opportunity to invest at depressed prices is largely gone, we see a good chance of better relative returns from a wider range of stocks. Look for opportunities outside the usual suspects that have dominated returns for a decade.

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Factor Views 2Q20

Factor performance was negative in Q2 as markets went into free fall. Equity factors were mixed while event-driven and macro factors were hit hard. We see a heightened opportunity set following a particularly difficult quarter.

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