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Asset Allocation Outlook
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Cyclical outlook
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Economic Outlook
Global Central Bank Focus
Global Markets
Monthly Market Update
Investment Outlook
Macro Perspectives
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View from the Investment Committee

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Erin Browne

Portfolio Manager, Multi-Asset Strategies

Emmanuel S. Sharef

Portfolio Manager, Asset Allocation and Multi Real Asset

Geraldine Sundstrom

Portfolio Manager, Asset Allocation, EMEA

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Asset Allocation Outlook

Whether Pause or Pivot, Look to Bonds

An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory.

Asset Allocation Outlook

Risk-Off, Yield-On

With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.

Asset Allocation Outlook

Late-Cycle Strategies

We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.

Asset Allocation Outlook

Opportunity Amid Transformation

Investment opportunities, and risks, are evolving as the global economy enters an age of transformation.

Asset Allocation Outlook

Mid-Cycle Investing: Time to Get Selective

Amid an ongoing recovery, but past peak growth, we favor a risk-on stance with deliberate sector and security selection in multi-asset portfolios.

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Economic and Market Commentary Finder

Whether Pause or Pivot, Look to Bonds

Whether Pause or Pivot, Look to Bonds

Risk-Off, Yield-On

Risk-Off, Yield-On

Late-Cycle Strategies

Late-Cycle Strategies

Opportunity Amid Transformation

Opportunity Amid Transformation

Mid-Cycle Investing: Time to Get Selective

Mid-Cycle Investing: Time to Get Selective

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