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Multi-Asset
Growth, but at a Decelerating Rate

Decelerating economic activity over the past month has confirmed our view.

Bw gmag monthly growth but at a decelerating rate 620x349
By
Alessio de Longis
&
Ben Rockmuller
| April 13, 2018
Multi-Asset
GMAG Monthly: Reflecting on Market Volatility

We expect equities to continue offering the most attractive opportunity.

Bw gmag monthly reflecting on market volatility 620x349
February 26, 2018
Multi-Asset
GMAG Monthly: Can Markets Deliver Another Year Like 2017?

Thanks to strong growth and rising earnings, the global backdrop remains positive in our view.

Bw gmag monthly can markets deliver another year like 2017 620x349
January 24, 2018
Multi-Asset
GMAG Monthly: Increasing Our Equity Exposure

Fundamentals remain strong across all regions and global indicators suggest continued expansion.

Bw gmag monthly increasing our equity exposure 620x349
November 20, 2017
Multi-Asset
GMAG Monthly: The Global Expansion Continues

Economic fundamentals remain positive across all regions.

Bw gmag monthly the global expansion continues 620x349
October 30, 2017
Multi-Asset
GMAG Monthly: Increasing Emerging Markets Exposure

We are adding risk to our portfolio amid signs of a reacceleration in global growth.

Bw gmag monthly increasing emerging markets exposure 620x349
September 19, 2017
Multi-Asset
Implications of the Fed Balance Sheet Run-Off

We believe the Fed’s plan to reduce its balance sheet is unlikely to roil bond markets.

Bw alessio de longis 620x349
By
Alessio de Longis
&
Jesse Hurwitz
| August 28, 2017
Multi-Asset
GMAG Monthly: Taking Some Risk Off the Table

Signs of slowing global growth and high valuations prompted a downshift in portfolio risk.

July 27, 2017
Multi-Asset
GMAG Monthly: Signs of a Global Slowdown

We have reduced our total risk exposure from overweight to neutral.

June 20, 2017
Multi-Asset
What Happened to the U.S. Dollar?

With prospects for fiscal expansion dimming, we've reduced our overweight dollar position.

Bw what investors need to know about the 2016 election 620x349
By
Alessio de Longis
&
Jesse Hurwitz
| May 30, 2017
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