The yield curve inversion suggests the Fed should cut interest rates soon. Here’s why.
Changing dynamics present a new set of opportunities for investors.
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.
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.
We are adding risk to our portfolio amid signs of a reacceleration in global growth.