MOST POPULAR INSIGHTS
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.
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.