Market Perspectives

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[ "Market Outlook" ]

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GLOBAL ASSET ALLOCATION TEAM MARKET OUTLOOKS

Stay informed on market expectations with insights from the global asset allocation team.

Short-term tactical outlook

A snapshot of our current views on equity, fixed-income and alternative asset classes — updated monthly to help you tactically adjust for opportunities and risks.

Long-term strategic outlook

A five-year returns forecast for major asset classes — updated twice a year to help you set strategic portfolio allocations.

MARKET RESULTS AND INSIGHTS

See what's happening in capital markets and what it means for investors.

Capital Markets Outlook and Opportunities (PDF)

Stay up-to-date on the economic influences affecting your clients' portfolios, as well as specific challenges and opportunities across global asset classes.

Monthly Market Data (PDF)

Get an overall performance snapshot across indices, currencies and asset classes alongside economic data and Morningstar category asset flows.

Asset Class Calendar Year Returns (PDF)

Illustrate the value of a diversified portfolio to your clients by comparing the unpredictability of historical asset class returns by calendar year.

Most Recent Insights

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Market Perspectives

GLOBAL ASSET ALLOCATION TEAM MARKET OUTLOOKS

MARKET RESULTS AND INSIGHTS

Most Recent Insights

CAPITAL MARKETS OUTLOOK & OPPORTUNITIES