Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond.
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Find out how we’re positioning portfolios across global asset classes, and why we remain cautious on risk overall, with Erin Browne, portfolio manager and head of asset allocation.
Learn how we’re finding interesting relative value opportunities across asset classes and within asset classes, and why we think there are many reasons to be excited about the opportunities ahead, with Erin Browne, portfolio manager and head of asset allocation, and Justin Blesy, asset allocation strategist.
An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory.
We are focused on positioning multi-asset allocation portfolios to withstand a wide range of potential economic outcomes, and we see select opportunities for active investors.
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
As the Fed continues to combat inflation, stock and bond markets are pricing in different recessionary risks - with a richer opportunity set now emerging for active fixed income investors.