Geraldine Sundstrom
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Positioning Portfolios for 2024
Find out how we’re positioning portfolios across global asset classes for the year ahead, with Geraldine Sundstrom, portfolio manager and head of asset allocation.
Prime Time for Bonds
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Building Resiliency Amid Uncertainty
We are focused on positioning multi-asset allocation portfolios to withstand a wide range of potential economic outcomes, and we see select opportunities for active investors.
Risk-Off, Yield-On
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
Semiconductors: A Less Cyclical Future
The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Late‑Cycle Strategies
We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.