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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 3Q21

Amid above-trend global growth, we overweight stocks, favoring cyclical regions. We underweight duration and pared our credit overweight. Inflation risks are fading, but we’re watching risks related to vaccine/virus data, earnings and policy.

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Global Fixed Income Views 3Q21

With central banks committed to over-accommodation, Above Trend Growth remains our base case (at 90%); the probability of Recession and Crisis are both at just 5%. Our best ideas include U.S. and European high yield, bank loans, bank capital notes.

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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 2Q21

Fiscal stimulus has helped stabilized the market. Technicals are more balanced, spreads have tightened and valuations are stretched. Ratio volatility may continue with potential tax changes and the infrastructure bill; consider adding duration as rates rise.

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Equity research in-depth: In the wake of COVID-19, the strong get stronger

We look at several trends that are likely to pick up steam: digital transformation, more diversified supply chains and an accelerating shift to factory automation.

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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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