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Economic and Market Commentary Comparing Risk Assets in Mid-Cycle Markets(video) Comparing Risk Assets in Mid-Cycle Markets Growth-oriented asset classes are likely to shine, but not equally. Geraldine Sundstrom and Erin Browne discuss our views across asset classes, including equities, credits, currencies and rates, and how we’re positioning for a mid-cycle environment. More from this Asset Allocation Outlook
Economic and Market Commentary Mid-Cycle Investing: Growth-Oriented and Selective(video) Mid-Cycle Investing: Growth-Oriented and Selective Look to growth-oriented assets, like equities and credit, as we move into a mid-cycle environment, but keep in mind that dispersion will likely drive returns and selectivity will be crucial. More from this Asset Allocation Outlook
Economic and Market Commentary Navigating the Growth Rebound(video) Navigating the Growth Rebound The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain. More from this Asset Allocation Outlook
Jason Odom Strategist, Asset Allocation Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Odom is a senior vice president and asset allocation strategist in the Newport Beach office. He focuses on multi-asset strategies and customized portfolio analyses. He has 10 years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from Azusa Pacific University.
