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Global Multi-Asset Group (GMAG)

Combining multiple independent perspectives to navigate global markets through the business cycle.

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Implications of the Fed Balance Sheet Run-Off

We believe the Fed’s plan to reduce its balance sheet is unlikely to roil bond markets.

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What Happened to the U.S. Dollar?

With prospects for fiscal expansion dimming, we've reduced our overweight dollar position.

Independent Asset Allocation Perspectives

The Global Multi-Asset Group (GMAG) monitors global markets and provides timely analysis for investors.

GMAG Monthly: Increasing Emerging Markets Exposure

We are adding risk to our portfolio amid signs of a reacceleration in global growth.

GMAG Monthly: Taking Some Risk Off the Table

Signs of slowing global growth and high valuations prompted a downshift in portfolio risk.

What Happened to the U.S. Dollar?

With prospects for fiscal expansion dimming, we've reduced our overweight dollar position.

The Achilles Heel of U.S. Growth Momentum

The durability and strength of the recent U.S. economic upturn may be in question.

Experienced Team with a Global View

The OppenheimerFunds' GMAG team has a track record of long-term industry success.

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