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
  • Many of our equity signals note an improving environment, but we continue to closely monitor the extent to which an economic slowdown is priced into earnings.

 

  • We maintain our overweight view on fixed income. While the point of arrival for the inflation rate can be debated, moderating inflation metrics add support to steady or lower yields in the months ahead.

 

  • We are neutral on alternatives, but cautious on REITs, a market dominated by commercial real estate securities.

 

 

 

 

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