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    Eye on the Market
    12th Annual Energy Paper

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    • Guide to the Markets
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    guide to the markets

    Guide to the Markets

    The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

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    Guide to alternatives

    Guide to Alternatives

    Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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    Eye on the Market

    Eye on the Market offers timely commentary and views on the economy, markets, and investment portfolios from Michael Cembalest, Chairman of Market and Investment Strategy.

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    Featured Portfolio Insights

    Global Asset Allocation Views 2Q 2022

    As asset markets recalibrate, we expect ongoing volatility and reduce risk levels accordingly. We trim equities to neutral, keep our duration underweight and remain overweight credit. Later in 2022 we see potential for better returns as uncertainty clears.

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    Global Equity Views 1Q 2022

    Equity markets had a bumpy start to the year even before the outbreak of war in Ukraine. We see profit growth continuing, though at a much slower pace. Our strategies have a strong bias to better-quality companies. Valuations look mostly reasonable.

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    Global Fixed Income Views 2Q 2022

    We revised our 2Q scenario expectations: Above Trend Growth fell to 50% while Sub Trend Growth rose to 25%, Recession to 15% and Crisis to 10%. Our best ideas include a combination of corporate credit, both investment grade and high yield, and short-duration securitized credit.

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    Factor Views 2Q 2022

    Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

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