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Economic and Market Commentary Finder

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Andrew Balls

CIO Global Fixed Income

Jamil Baz

Global Advisory Board

Erin Browne

Portfolio Manager, Multi-Asset Strategies

Tony Crescenzi

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Joachim Fels

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Jennifer Gongola

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Helen Guo

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Daniel J. Ivascyn

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Sean Klein

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Rene Martel

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Jerome M. Schneider

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Emmanuel S. Sharef

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Avi Sharon

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Kimberley Stafford

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Tiffany Wilding

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Secular Outlook

Reaching for Resilience

Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.

Asset Allocation Outlook

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.

Seizing Opportunities as Valuations Improve

View from the Investment Committee

Seizing Opportunities as Valuations Improve(video)

Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.

View from the Investment Committee

Guarding Against Inflationary Risks(video)

Dan Ivascyn, Group CIO, discusses our outlook for inflation and why it still makes sense to protect portfolios from its impact.

Cyclical outlook

Anti-Goldilocks

Active management and risk awareness may help investors navigate a global economy where inflation becomes “too hot” and growth “too cold.”

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Economic and Market Commentary Finder

Reaching for Resilience

Reaching for Resilience

Late-Cycle Strategies

Late-Cycle Strategies

Seizing Opportunities as Valuations Improve(video)

Seizing Opportunities as Valuations Improve

Guarding Against Inflationary Risks(video)

Guarding Against Inflationary Risks

Anti-Goldilocks

Anti-Goldilocks