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ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS
Global Asset Allocation Views 2Q21
Despite economic optimism, expressing a risk-on view is likely to be more nuanced in 2021. We favor cyclical equity regions and value as a style. Credit, especially high yield, is still our preferred fixed income asset.
Global Fixed Income Views 2Q21
Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.
Featured Portfolio Insights
Equity research in-depth: How the disruptive power of technology can remake the economy
There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).
Equity research in-depth: How Consumer Behavior Is Changing
The first in a new series of commentary from the global equity research team, our experts explore the longer-term implications the global pandemic will have on consumer preferences with a focus on the remote workforce, adoption of online alternatives and increased consumer savings.