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Topic Active Management Alternatives Asia Asset Allocation Australia Cash Central Bank China Commodities Core Fixed Income Credit Currency Economics Emerging Markets Equities ESG Europe Fixed Income Global Housing/Mortgages Inflation Liquidity Market Volatility Municipals Public Policy Rates Real Asset Risk Management Short Term UK United States
Tail Winds Provide Lift for Emerging Markets Investments Tail Winds Provide Lift for Emerging Markets Investments A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.
Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
A Narrowly Democratic Congress Could Boost Spending and Growth A Narrowly Democratic Congress Could Boost Spending and Growth With a narrowly Democratic Congress, U.S. fiscal spending is likely to increase on economic relief from the pandemic, infrastructure, and healthcare, boosting the economic rebound.
Asset Allocation Views: Early Cycle Investing Asset Allocation Views: Early Cycle Investing In this abridged version of our latest Asset Allocation Outlook, we discuss the opportunities and risks of investing in an early cycle recovery.
The 60/40 Portfolio Is Alive and Well The 60/40 Portfolio Is Alive and Well Is the 60/40 stock-bond portfolio dead? We don’t think so.
The Fed’s Latest Balance Sheet Guidance: A Compass, Not a Map The Fed’s Latest Balance Sheet Guidance: A Compass, Not a Map The Federal Reserve signals that monetary policy accommodation will remain firmly in place.