MOST POPULAR INSIGHTS
ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS
Income Perspective 4Q20
The events of 2020 have altered the economic, policy and investing landscape more profoundly than any other short period of modern history. We now see the economic recovery gaining pace and expect a robust expansion into 2021.
Global Asset Allocation Views 4Q20
As the recovery is gaining pace, we maintain a risk-on tilt. We spread our risk between stocks and credit, move to underweight the U.S. dollar and mildly underweight duration. Expecting some volatility over the autumn we look to remain nimble.