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Perspectives on Multi-Asset Investing

Overview

Explore our Global Multi-Asset Group (GMAG)’s approach to global markets and review their latest asset allocation decisions. Our team combines multiple independent perspectives to navigate global markets through the business cycle.

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Growth, but at a Decelerating Rate

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

Global Allocation

The strategy seeks to achieve attractive total returns without taking undue risk by dynamically allocating across a variety of asset classes with a short-to-medium term horizon.

Strategy Inception

2/12

GMAG Monthly: Increasing Emerging Markets Exposure

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

GMAG Monthly: Can Markets Deliver Another Year Like 2017?

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

GMAG Monthly: Reflecting on Market Volatility

We expect equities to continue offering the most attractive opportunity.

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Finding Where Opportunities Intersect

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

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How We Explain the Business Cycle Differently

Our definitions of the business cycle are more nuanced than the traditional understanding.

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