Tactical asset allocation outlook

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

Overall positions infographic of current views on equity, fixed-income and alternative asset classes

Key Takeaways
  • While the ongoing volatility and increasing fears of earnings weakness are important to watch, we do not believe this moment merits reducing equity exposures.

  • We believe potential aggressive hiking activity by the Fed is priced in at current levels. For fixed-income allocations, we advocate closing underweights to duration exposures and the asset class overall.

  • Generally, traditional markets are a more attractive opportunity to spend a risk budget in the current environment. Commodities alone remain of interest within the alternatives complex. 

 

 

 

 

Within fixed income infographic showing the underweight, neutral and overweight positions for strategies, commodities, REITs and convertibles