Portfolio Insights

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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.

Monthly Strategy Report

ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS

Global Asset Allocation Views 1Q21

The main driver of asset returns likely transitions from liquidity to growth in 2021. We maintain a pro-risk tilt, prefer cyclical equities, are neutral on U.S. large caps and in credit favor EM debt. We move duration from underweight to neutral.

Global Fixed Income Views 1Q21

Above Trend Growth remains our base case as vaccinations start and global reopening begins. Inflation is a risk but we think it would be short term. Our preferences include emerging market local bonds, investment grade bank credit, high yield bonds.

Global Equity Views 4Q20

The rebound in equities has been impressive, but it is still uneven. Enthusiasm for large cap technology winners has intensified and valuations vary widely. For our team, the big debate is about stock selection rather than market direction.

Equity research in-depth: How the disruptive power of technology can remake the economy

There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).

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Factor Views 4Q20

Factor performance was mixed, on balance, over the quarter with many factors following their recent trajectories. Fundamental factors generally underperformed; merger arbitrage had a strong quarter.

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Municipal Bond Views 4Q20

Municipal markets have largely recovered from the initial COVID-19 shock. A thorough analysis of the continued uncertainties and imbalances paired with critical credit research can lead to investment opportunities.

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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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Equity research in-depth: Remaking stakeholder relationships after COVID-19

The effects of the pandemic could remake relationships among corporations, stakeholders and the state in ways that could have important long-term implications.

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Equity research in-depth: How Consumer Behavior Is Changing

The first in a new series of commentary from the global equity research team, our experts explore the longer-term implications the global pandemic will have on consumer preferences with a focus on the remote workforce, adoption of online alternatives and increased consumer savings.

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Article Tags: Asset Class Views