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.
A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
Alternatives 2025 Outlook
This year’s Alternatives Outlook offers broad perspectives from our team of experts, bringing you views on incoming policy shifts—including tax cuts, tariffs, deregulation, and monetary policy—and their potential impact on alternatives.
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.
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.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.