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    1. Portfolio Insights

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    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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    • Long-Term Capital Market Assumptions
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    Most popular Insights

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    Monthly 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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    Principles for Effective Portfolio Construction

    A disciplined approach with key strategies and a systematic framework to build portfolios that help solve investor needs.

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    Asset class views from our senior investors

    Global Asset Allocation Views 1Q 2022

    While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.

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    Global Fixed Income Views 1Q 2022

    We kept our 4Q scenario expectations intact: Above Trend Growth is still our base case, at 80%; Sub Trend growth stays at 10% and we leave Recession and Crisis at 5% each. Best ideas include high yield debt, bank loans and bank AT1 securities.

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    Global Equity Views 4Q21

    The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.

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    Featured Portfolio Insights

    2021 Global Alternatives Outlook

    Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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    Equity research in-depth: How the disruptive power of technology can remake the economy

    We think of technology as a secular force more than a sector, spurring shifts in the market, and generating opportunities for wealth creation (and destruction).

    Read now

    Municipal Bond Views 3Q21

    Municipals look poised for continued strong performance. We’re monitoring the effects from potential tax hikes, tax-exempt advance refundings and the infrastructure program. Consider adding duration when rates rise, but for now, watch your coupons.

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    Factor Views 4Q21

    Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.

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    Portfolio Analysis

    Make the most of the economic recovery

    See the potential impact that various recovery scenarios may have on client portfolios.

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