Insights to build stronger portfolios
Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS
Global Asset Allocation Views 4Q17
Asset allocation for a world of continued global growth - Amid a synchronized pick-up in global growth and loose financial conditions, we maintain a pro-risk tilt in our asset allocation. Rates are set to rise, but only slowly, so we maintain a small underweight to duration together with a modest overweight to stocks, diversified across regions. We remain neutral on credit.
Weekly Strategy Report
Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.