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Perspectives on Multi-Asset Investing

Overview

The Global Multi-Asset Group (GMAG) monitors global markets and provides timely insights and analysis for investors. The GMAG Monthly series seeks to help advisors make more informed portfolio construction decisions by providing the team’s outlook across a range of asset classes. It also provides an in-depth look at changes Mark Hamilton― CIO of Asset Allocation & Alternatives―and the GMAG are making to their portfolios due to global macroeconomic and market conditions.

How We Explain the Business Cycle Differently

Our definitions of the business cycle are more nuanced than the traditional understanding.

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