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Multi-Asset
Yield Curve Inversion: What It Means and What's Next

The yield curve inversion suggests the Fed should cut interest rates soon. Here’s why.

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By
Alessio de Longis
| April 04, 2019
Multi-Asset
Reducing Our European Equity Exposure

Italy’s budget deficit proposal has investors concerned – with good reason.

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By
Alessio de Longis
&
Ben Rockmuller
| October 17, 2018
Multi-Asset
The Multi Asset Team's Views on Asset Allocation (Q4 2018)

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

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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.

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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.

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By
Alessio de Longis
&
Ben Rockmuller
| June 28, 2018
Multi-Asset
GMAG Monthly: Reflecting on Market Volatility

We expect equities to continue offering the most attractive opportunity.

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February 26, 2018
Multi-Asset
Finding Where Opportunities Intersect

Asset allocation team brings together experts from diverse fields to find opportunities.

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April 21, 2016
Multi-Asset
How Asset Classes Perform During the Business Cycle

A historical view of how different asset classes have performed through the business cycle.

By
Alessio de Longis
| November 23, 2015
Multi-Asset
How We Explain the Business Cycle Differently

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

By
Alessio de Longis
| November 23, 2015
Multi-Asset
Recent History as a Guide to the Business Cycle

The period between 2000 and 2008 is the perfect template of business cycle dynamics.

By
Alessio de Longis
| November 23, 2015
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