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Macro and market Multi-asset Asset allocation Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
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Monthly Asset Allocation Outlook

Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

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Multiple authors

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4 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

Marco Giordano

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2 min
Article
2025-09-30
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China Macro and market Equity iStrat EM equity Tactical allocation iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

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Multiple authors

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Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Economic cycle Interest rates Monetary policy Credit Americas China Europe Fixed income program Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bizarro World: Could 2024 be the opposite of 2023?

Fixed Income Portfolio Manager Brij Khurana details the dynamics that may upend investor expectations of a repeat of 2023 this year.

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By

Brij Khurana

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Quick Take
2025-01-17
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Mid Year Outlook Designs
Outlook Fundamental equity EM equity Large cap Small cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell

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Article
2024-12-31
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