Multi-Asset Investment Outlook

In their mid-year outlook, Nanette Abuhoff Jacobson, Supriya Menon, and Alex King, members of our Investment Strategy & Solutions Group, explain why they believe  global fundamentals support a risk-on tilt  despite lofty valuations and political uncertainty. They share their views on global equities, including their shift to a neutral view across regions and their decision to upgrade emerging markets. In fixed income, they make the case for an overweight in duration and credit, with a preference for high yield. And within commodities, they highlight a more positive outlook fueled by oil.

Read the chapter here .