Perspectives

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UPDATE: 5-year capital market assumptions

Our Blog Sep 26, 2016 Global Asset Allocation Team,

Maintaining long-term forecasts for major asset classes provides helpful context for responding to short-term swings in markets.

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Preview: This week’s Fed and BoJ decision points

Our Blog Sep 20, 2016 Edward Al-Hussainy, Senior Interest Rate and Currency Analyst

The Federal Reserve and Bank of Japan have important policy decisions to make this week. Here’s what investors need to watch for.

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Four elements of a bond market bubble

Our Blog Sep 19, 2016 Jim Cielinski, CFA, Global Head of Fixed Income

The developed world’s government bond markets are showing characteristics of a bubble. Timing the end of this rally won’t be easy — but for those watching closely, hints are emerging.

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Tactical asset allocation update

Our Blog Sep 12, 2016 Global Asset Allocation Team,

The theme of gradual appreciation in overall asset prices, with temporary tantrum-style setbacks, remains in place.

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What the new real estate sector means for investors

Our Blog Sep 06, 2016 Melda Mergen, Managing Director, Head of Equities

Real estate just became the 11th Global Industry Classification Standard sector. The move validates real estate as a distinct asset class and may prompt investors to rethink their equity allocation decisions going forward.

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