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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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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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Portfolio Trends

Powerful insights from Portfolio Insights Analytics gained from the thousands of portfolio analyses and consultative calls with advisors annually.

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ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS

Global Asset Allocation Views 4Q21

While moderating growth momentum is denting sentiment, we continue expecting above-trend global growth, and earnings upside, supported by easy financial conditions.

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Global Fixed Income Views 4Q21

Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

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Global Equity Views 3Q21

Corporate profits are breaking records and we expect robust growth in 2022. But high valuations, especially for fast-growing companies, restrain our enthusiasm. We have modest return expectations overall, seeing good opportunities for stock selection.

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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).

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Factor Views 3Q21

Factors generally performed well while volatility remained high. Equity value, quality and momentum rose early in the quarter but fell in June as market leadership shifted.

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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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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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