Global Asset Allocation Views 4Q 2024

Quarterly Equities and Multi Asset Outlook – Q4 2024

As we enter the fourth quarter of 2024, the panic and volatility of markets appears to have subsided for now. Global equities are close to all- ...

Fixed Income Outlook 4Q 2024 - Goldman Sachs Asset Management

Global monetary easing strengthens the case for rotating from cash into fixed income assets. The Federal Reserve's (Fed) 0.5% rate cut in ...

Relative Value & Tactical Asset Allocation Q4 2024

We are anticipating a stable macro environment in the near future, with some uncertainties stemming from U.S. elections and monetary policy. We ...

Asset Allocation Portfolios Investment Commentary

GOLDMAN SACHS ASSET ALLOCATION PORTFOLIOS. Q2 2024 ... The views and opinions expressed may differ from those of Goldman Sachs Global Investment Research.

Q4 24 Asset Allocation Outlook Author

Q4 2024 | Cleared to land? For professional clients only ... views of LGIM's Asset Allocation team as of 30 September 2024. Asset ...

Capital Market Outlook - Merrill Lynch

The forecasts in the table above are the base line view from BofA Global Research. The Global Wealth & Investment. Management (GWIM) Investment Strategy ...

The race against recession | 2024 4Q outlook - Nuveen

Interest rates are falling, and economic growth is slowing, but that's not a reason to move into a risk-off portfolio stance. Our portfolio ...

Global Asset Allocation Viewpoints - T. Rowe Price

Within fixed income, we continue to favor higher-yielding sectors including high yield bonds, floating rate loans, and emerging markets bonds. We shifted to ...

Insights | UBS Global

Skip Links. Content AreaMain Navigation. UBS Asset Management ... Original articles and videos with expert analysis, views and opinions on a broad range of asset ...

2024 Outlooks | Franklin Templeton

In this Allocation Views, our Franklin Templeton Investment Solutions team see recession risks moderating in some developed economies, led by the United ...

Aegon's trading update for third quarter 2024

Aegon's portfolio of businesses includes fully owned businesses in the United States and United Kingdom, and a global asset manager. Aegon also ...

House View Forecast | Market Outlook - Aviva Investors

House View Q4 2024. No one can predict the future. But our quarterly House View sets out the collective wisdom of our investment teams on the current state ...

Curated Insights - Goldman Sachs Asset Management

Fixed Income Outlook 4Q 2024. 4 minute read. poster. Macroeconomics. Late-Cycle ... * Goldman Sachs Asset Management International (GSAMI), Goldman Sachs ...

Our View: 4th quarter 2024 outlook - Thrivent Mutual Funds

Presently, we continue to maintain a slight overweight to equities in our asset allocation views, and do not have immediate plans to modify our position.

Annual outlook 2023 - Pictet Asset Management

After an unprecedented sell-off in 2022, we expect positive bond returns of arounds 3 per cent globally on average. Stagnating growth and attractive valuation ...

Asset Allocation Views Variable Growth Outlook

Source: S&P Global, Macrobond, Manulife Investment Management, as of September 10, 2024. The gray areas represent recession. Past ...

Principal Financial Group on LinkedIn: 4Q 2023 Global Asset ...

TDAM | Insights - TD Bank

In our Q4 Market Perspectives, the TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and ...

Investment outlook - Nuveen

Nuveen's Global Investment Committee provides a ... After the voting: economic, investment and portfolio construction implications of the 2024 election.

Active Fixed Income Perspectives Q4 2024: Temperature check

It offers a sector-by-sector analysis and a summary of how those views affect the Vanguard active bond funds. Key highlights. Performance: The ...