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
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Despite the recent uptick in volatility, momentum and our economic framework are supportive of a moderate overweight in U.S. equities.
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We have upgraded our position in fixed income to neutral, as Treasuries appear to have resumed their role as a flight-to-quality asset.
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We maintained our overall neutral position to alternatives, as we believe potential diversification benefits offset the potential challenges to assets like commodities and REITs from a softer inflation footprint.
