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.

Most popular Insights

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 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.

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.

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.

The economic importance of biodiversity: Threats and opportunities

Biodiversity—an essential for life, especially food production—is being harmed by human impacts. Investors can help as new global commitments, metrics and initiatives emerge and companies improving biodiversity present new investing opportunities.

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Brave New World

The world around us is changing rapidly. With countless new investment opportunities emerging, how do we distinguish what will be truly enduring innovation from a passing fad or trend? It’s a critical question investors are asking, at a time of increased volatility.

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2022 Global Alternatives Outlook

A 12- to 18-month outlook for alternative assets and explore the most promising investment ideas from the CEOs, CIOs and strategists of our USD 200 billion-plus alternatives platform.

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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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Municipal Bond Views 1Q22

Municipals have seen a correction from their rich valuations at year-end 2021. Our credit outlook, however, remains generally stable to positive. We see selloffs as potential opportunities to fortify income streams and we emphasize diversification.

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