Financial professional

You manage client investments

Individual investor

You’re keeping track of personal investments

Institutional investor

You invest on behalf of institutions

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Insights

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View recent market data and tactical asset allocations.

Find a quick snapshot of current market expectations for equity, fixed-income and alternative asset classes, updated monthly.

Find a five-year forecast for major asset classes, updated twice a year.

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

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

Grow your practice and serve clients in a changing environment with these actionable insights and resources.

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