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Multi-Asset
Capital Income Fund: Seeking Both Offense and Defense

The fund offers a blend of equity, high-grade fixed-income and opportunistic strategies.

Bw capital income fund opportunistic strategy 620x349
Multi-Asset
Reducing Our European Equity Exposure

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

Bw reducing our european equity exposure 620x349
By
Alessio de Longis
&
Ben Rockmuller
| October 15, 2018
Multi-Asset
The Multi Asset Team's Views on Asset Allocation (Q4 2018)

We remain defensive, underweighting global equities and overweighting duration, alternatives.

Bw the multi asset teams view on asset allocation q4 2018 620x349
By
Alessio de Longis
&
Ben Rockmuller
| September 26, 2018
Multi-Asset
Increasing Exposure to MLPs

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

Bw increasing exposure to mlps 620x349
By
Alessio de Longis
&
Ben Rockmuller
| August 16, 2018
Multi-Asset
The Multi-Asset Team's Views on Asset Allocation (Q3 2018)

We have become more defensive, with a modest underweight to global equities.

Bw us expanding as europe emerging markets slow 620x349
By
Alessio de Longis
&
Ben Rockmuller
| June 28, 2018
Multi-Asset
Focusing on EM Fundamentals and Staying Overweight

Emerging markets, oil, and catastrophe bonds: Our current global asset allocation framework.

Bw focusing on em fundamentals and staying overweight 620x349
By
Alessio de Longis
&
Ben Rockmuller
| May 17, 2018
Multi-Asset
Growth, but at a Decelerating Rate

Decelerating economic activity over the past month has confirmed our view.

Bw gmag monthly growth but at a decelerating rate 620x349
By
Alessio de Longis
&
Ben Rockmuller
| April 13, 2018
Multi-Asset
The Multi-Asset Team's Views on Asset Allocation

Multi-asset managers offer their outlook on U.S. stock, international equity, and fixed-income markets.

Bw the multi asset teams view on asset allocation 620x349
By
Alessio de Longis
&
Ben Rockmuller
| March 16, 2018
Multi-Asset
GMAG Monthly: Reflecting on Market Volatility

We expect equities to continue offering the most attractive opportunity.

Bw gmag monthly reflecting on market volatility 620x349
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.

Bw gmag monthly can markets deliver another year like 2017 620x349
January 24, 2018
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