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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts B S Clear 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 Order By Alphabetical Most Recent
Asset Allocation Outlook Risk-Off, Yield-On 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 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 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 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.
Asset Allocation Outlook Early Cycle Investing: Navigating the Growth Rebound Early Cycle Investing: Navigating the Growth Rebound We see opportunities to invest for economic recovery, while maintaining an emphasis on resilient portfolios.
