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Storm clouds on the horizon, but near-term sunny spells: our base case over the next three to six months anticipates a supportive environment for bonds characterized by slowing global growth, muted inflation and continued extraordinary levels of central bank accommodation. Allowing for inevitable periods of market volatility, we favor high quality duration, higher rated, higher yielding securities as well as cash and the perceived safe haven of gold.
Explore our views on current investment trends, asset allocation and portfolio construction.