We shifted to overweight emerging market equities versus developed markets.
Italy’s budget deficit proposal has investors concerned – with good reason.
Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.
Emerging markets, oil, and catastrophe bonds: Our current global asset allocation framework.
Decelerating economic activity over the past month has confirmed our view.
Multi-asset managers offer their outlook on U.S. stock, international equity, and fixed-income markets.
We expect equities to continue offering the most attractive opportunity.
Thanks to strong growth and rising earnings, the global backdrop remains positive in our view.
Our Market Sentiment Indicator helps the GMAG team make asset allocation decisions.