Portfolio Strategies

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Short-term tactical outlook

Market Outlook Jul 05, 2018 Global Asset Allocation Team

A snapshot of current views on equity, fixed-income and alternative asset classes — updated monthly to help you tactically adjust for opportunities and risks.

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Long-term strategic outlook

Market Outlook Feb 28, 2018 Global Asset Allocation Team

A five-year returns forecast for major asset classes — updated twice a year to help you set strategic portfolio allocations.

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Looking ahead: insights for 2018

Our Blog Dec 21, 2017 William F. "Ted" Truscott, Chief Executive Officer

This year, we know that one thing will remain consistent: we’ll be here to help you navigate the path ahead. See our key insights for 2018.

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Are derivatives hiding risk in your bond portfolio?

Our Blog Apr 24, 2017 Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income

Derivatives can be useful tools when used strategically. What investors need to know.

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