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    Access timely insights, solutions and tools to help navigate market volatility >

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    2023 Long-Term Capital
    Market Assumptions

    The 27th annual edition provides 10- to 15-year risk and return projections for more than 50 asset classes and strategies.

    Download the full report

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    Q4 22 Guide to the Markets

    Our latest Guide illustrates an array of key economic
    and market themes through charts and graphs that you can use
    to answer your toughest questions.

    Read more

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    The lifeboat economy: Implications of a fracturing world order

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    Build resilient portfolios

    When the going gets tough, use our insights and analysis to help manage portfolios through periods of market volatility

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    Explore our most popular Insights

    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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    GTA

    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.

    Read more
    EOTM

    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.

    Read more

    Featured Portfolio Insights

    Global Asset Allocation Views 4Q 2022

    Anticipating subtrend growth well into 2023, we remain neutral duration and overweight cash. We underweight equities, expecting meaningful earnings downgrades. We take a neutral stance on credit, with a clear preference for investment grade over high yield.

    Learn more

    Global Equity Views 3Q 2022

    Though global equity markets are already down more than 20% this year, our portfolio managers remain cautious. In a downturn, quality matters, in managements and balance sheets.

    Learn more

    Global Fixed Income Views 4Q 2022

    Recession is our base case scenario, at 50%. We raised the likelihood of Crisis to 15% while lowering Sub Trend Growth to 30% and Above Trend Growth to 5%. We’re using market rallies to reduce our interest rate exposure and credit risk. Our best idea: high quality, short-dated cash flows.

    Learn more

    Factor Views 3Q 2022

    Despite a volatile Q2, most factors maintained their strong performance from the previous quarter. Equity value remained the best-performing factor while macro factors were mixed. We maintain a positive outlook on equity factors, supported by wide spreads.

    Learn more
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