Emmanuel S. Sharef
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Capitalizing on Diverging Global Economies
Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.
When Markets Diverge, Opportunities Emerge
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.
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.
Late‑Cycle Strategies
We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.