Tactical asset allocation outlook

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[ "Market Outlook" ]
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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.

Key Takeaways
  • We upgraded our view on equities based on a number of supportive drivers, including momentum, volatility, sentiment and business conditions.

 

  • The prevailing view is that we will see rate cuts in 2024 and prospective returns for fixed income continue to look attractive. 

 

  • We continue to believe in the diversification benefits of including alternatives in a portfolio but maintain our underweights to inflation-sensitive areas such as REITs and commodities.