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Asset Class Views

Commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

Global Asset Allocation Views 2Q20

The COVID-19 outbreak has pushed the global economy into recession and equities likely have further to fall. We are overweight cash and duration and modestly underweight equity and credit.

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Global Fixed Income Views 2Q20

We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well.

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Global Equity Views 2Q20

Investors should be braced for further near-term declines in stock markets. But the combination of highly negative sentiment and attractive valuations presents a solid longer-term buying opportunity.

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Factor Views 2Q20

Factor performance was negative in Q2 as markets went into free fall. Equity factors were mixed while event-driven and macro factors were hit hard. We see a heightened opportunity set following a particularly difficult quarter.

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