The OppenheimerFunds Global Multi-Asset Group (GMAG) monitors global markets and provides timely insights and analysis for investors. The GMAG Monthly series seeks to help advisors make more informed portfolio construction decisions by providing the team’s outlook across a range of asset classes. It also provides an in-depth look at changes Mark Hamilton― CIO of Asset Allocation & Alternatives―and the GMAG are making to their portfolios due to global macroeconomic and market conditions.
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To date, GMAG Monthly series has included:
|GMAG Monthly: Further Reduction in U.S. Equity Exposure||May 22, 2017|
|GMAG Monthly: Reducing U.S. Equity in Favor of EM||April 21, 2017|
|GMAG Monthly: Evaluating Risk in the Credit Cycle||March 20, 2017|
|GMAG Monthly: Overweight Risk, Cautious on High-Yield Debt||February 22, 2017|
|GMAG Monthly: Topsy-Turvy―A New Market Narrative||November 21, 2016|
|GMAG Monthly: Cyclical Opportunities in Emerging Markets||October 19, 2016|
|GMAG Monthly: Answering Three Key Asset Allocation Questions||October 3, 2016|
|GMAG Monthly: Three Assets We’re Using to Generate Income||August 15, 2016|
|GMAG Monthly: Beyond Brexit, Our Plan for Today’s Markets||July 18, 2016|
|GMAG Monthly: Is the Market Seesaw Tipping Back to Risk-On||June 10, 2016|
Mutual funds are subject to market risk and volatility. Shares may gain or lose value.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.