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Andrew Balls

CIO Global Fixed Income

Jamil Baz

Head of Client Solutions and Analytics

Global Advisory Board

Erin Browne

Portfolio Manager, Multi-Asset Strategies

Joachim Fels

Global Economic Advisor

David Fisher

Co-Head of Strategic Accounts

Helen Guo

Quantitative Research Analyst, Client Solutions and Analytics

Daniel J. Ivascyn

Group Chief Investment Officer

Emmanuel Roman

Chief Executive Officer

Kimberley Stafford

Global Head of Product Strategy

Geraldine Sundstrom

Portfolio Manager, Asset Allocation

Tiffany Wilding

North American Economist

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Asset Allocation Outlook

Mid-Cycle Investing: Time to Get Selective

Amid an ongoing recovery, but past peak growth, we favor a risk-on stance with deliberate sector and security selection in multi-asset portfolios.

View from the Investment Committee

Implications From our Cyclical Outlook(video)

Group CIO Dan Ivascyn discusses three main risks to inflation, expectations for rates and where we see some of the best opportunities today.

Cyclical outlook

Inflation Inflection

We expect growth and inflation to peak in 2021 in developed economies, and we are focused on liquidity and flexibility in our portfolios.

View from the Investment Committee

Positioning for a Growth Rebound(video)

Group CIO Dan Ivascyn discusses how to position portfolios for a strong resurgence in economic growth while defending against elevated inflationary and interest rate risks – including the potential for future tapering-related volatility.

Cyclical outlook

Dealing With an Inflation Head Fake

The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.

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Economic and Market Commentary

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Economic and Market Commentary Finder

Mid-Cycle Investing: Time to Get Selective

Mid-Cycle Investing: Time to Get Selective

Implications From our Cyclical Outlook(video)

Implications From our Cyclical Outlook

Inflation Inflection

Inflation Inflection

Positioning for a Growth Rebound(video)

Positioning for a Growth Rebound

Dealing With an Inflation Head Fake

Dealing With an Inflation Head Fake

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