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Multi-Asset
The Multi Asset Team's Views on Asset Allocation (Q4 2018)

We remain defensive, underweighting global equities and overweighting duration, alternatives.

Bw the multi asset teams view on asset allocation q4 2018 620x349
By
Alessio de Longis
&
Ben Rockmuller
| September 26, 2018
Multi-Asset
Increasing Exposure to MLPs

Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.

Bw increasing exposure to mlps 620x349
By
Alessio de Longis
&
Ben Rockmuller
| August 16, 2018
Multi-Asset
The Multi-Asset Team’s Views on Asset Allocation (Q3 2018)

We have become more defensive, with a modest underweight to global equities.

Bw us expanding as europe emerging markets slow 620x349
By
Alessio de Longis
&
Ben Rockmuller
| June 28, 2018
Multi-Asset
Focusing on EM Fundamentals and Staying Overweight

Emerging markets, oil, and catastrophe bonds: Our current global asset allocation framework.

Bw focusing on em fundamentals and staying overweight 620x349
By
Alessio de Longis
&
Ben Rockmuller
| May 17, 2018
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

Get the GMAG's outlook across asset classes and see how they're managing their portfolios.

Bw gmag monthly by mark hamilton 620x349
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