Portfolio Insights

Insights to build stronger portfolios

Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

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Multi-Asset Solutions Strategy Report

Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

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Building Stronger Portfolios

Multi-Asset Solutions' Asset allocation views are translated into a series of model portfolios to help investors make thoughtful, well-informed decisions in building and managing portfolios.

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Asset class views from our senior investors

Global Asset Allocation Views 1Q 2025

Our portfolios reflect a pro-growth outlook and a strong preference for U.S. assets. We continue to overweight equities and credit and are broadly neutral on global duration. Credit spreads are tight but all-in yields remain attractive. Asset markets could be volatile at times in 2025, but we expect investors to buy on any dips.

Passive investing is a choice, not a default option

Active and passive strategies both have roles to play in asset allocations. As we explore in this paper, the use of these styles should be tailored to the specific characteristics of each market segment.

Global Equity Views 4Q 2024

Profits remain healthy but momentum is slowing and valuations are high in the all-important U.S. market. Many of our investors favor defensive and higher quality names while remaining skeptical about AI enthusiasm.

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