Emmanuel S. Sharef
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Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.
In this Asset Allocation Outlook, we discuss how shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.
Forecast Favors Fixed Income
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.
Prime Time for Bonds
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Whether Pause or Pivot, Look to Bonds
An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory.
Risk-Off, Yield-On
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
In this uncertain environment with increased inflation risk, portfolio construction will be key going forward, and we think investors should consider expanding the number of diversifiers in their portfolios.
Three Ways to Help Hedge Inflation Risk
There are many ways to help make portfolios more resilient to inflation: We highlight three attractively priced inflation hedges now: EM currencies, green energy and real estate.