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Multi-Asset
Yield Curve Inversion: What It Means and What's Next

The yield curve inversion suggests the Fed should cut interest rates soon. Here’s why.

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By
Alessio de Longis
| April 04, 2019
Multi-Asset
Diverging Performance Between the Markets and Economy

Changing dynamics present a new set of opportunities for investors.

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By
Alessio de Longis
&
Ben Rockmuller
| March 05, 2019
Multi-Asset
Reducing Our European Equity Exposure

Italy’s budget deficit proposal has investors concerned – with good reason.

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By
Alessio de Longis
&
Ben Rockmuller
| October 15, 2018
Multi-Asset
Increasing Exposure to MLPs

Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.

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By
Alessio de Longis
&
Ben Rockmuller
| August 16, 2018
Multi-Asset
GMAG Monthly: Reflecting on Market Volatility

We expect equities to continue offering the most attractive opportunity.

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February 26, 2018
Multi-Asset
GMAG Monthly: Can Markets Deliver Another Year Like 2017?

Thanks to strong growth and rising earnings, the global backdrop remains positive in our view.

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January 24, 2018
Multi-Asset
Market Sentiment May Be a Leading Economic Indicator

Our Market Sentiment Indicator helps the GMAG team make asset allocation decisions.

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By
Alessio de Longis
&
Dianne Ellis
| December 05, 2017
Multi-Asset
GMAG Monthly: Increasing Emerging Markets Exposure

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

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September 19, 2017
Multi-Asset
An Asset Allocator’s Guide to 2017

We think the environment will favor equities, credit and the dollar in early 2017.

January 26, 2017
Multi-Asset
Finding Where Opportunities Intersect

Asset allocation team brings together experts from diverse fields to find opportunities.

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April 06, 2016
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