Global Asset Allocation Views 4Q 2024

We have growing conviction in a return to trend-like growth and an extension of the cycle. We overweight credit, which should offer equity-like returns over ...

We have growing conviction in a return to trend-like growth and an extension of the cycle. We overweight credit, which should offer ...

Quarterly Asset Allocation: Q4 2024 - Wellington Management

Defensive fixed income priced in the Fed's rate cut well in advance. Thus, we have moved to a neutral view on duration from a moderately overweight view. We ...

Quarterly Global Asset Allocation Portfolio Outlook | Q4 2024 - Invesco

Market expectations for Fed cuts have surged, with futures indicating 110 basis points of cuts by the end of 2024 and 235 basis points within a ...

Global Asset Allocation Viewpoints - T. Rowe Price

Portfolio Positioning · We remain modestly overweight equities. · Within equities, we remain overweight value, globally, based on more attractive relative ...

Global Market Perspectives, 4Q 2024 | Principal Asset Management

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Global Asset Allocation Insights - November 2024

Source: Fidelity International, as of October 2024. Views reflect a typical time horizon of 12–18 months and provide a broad starting point for ...

Quarterly Global Asset Allocation Portfolio Outlook | Q4 2024 - Invesco

After recent asset price gains and despite the expectation of central bank rate cuts, we expect lower returns than previously and are de-risking our allocation ...

Global Asset Allocation Viewpoints, 1Q 2024

Principal Asset Management℠ is a trade name of Principal Global Investors, LLC. Principal®, Principal Financial Group®, Principal Asset Management, and ...

Latest Asset Allocation View - Manulife Investment Management HK

The last update was issued in May 2024. 3726631. Page 2. Key. Global. Themes. 2.

2024 Q4 Investment Outlook | BlackRock

2, 2024 | The world could be undergoing a transformation akin to past technological revolutions. But the speed, size and impact of that ...

Rates Relief or Slowdown Uncertainty? | Neuberger Berman

Moreover, with a high probability of rate cuts coinciding with a still-growing economy—the Asset Allocation Committee (AAC) remains in the soft-landing, no- ...

An Optimist's Guide to a Shifting Landscape - HSBC Private Bank

We launch our Investment Outlook for Q4 2024 and remain optimistic thanks to resilient earnings and rate cuts. We acknowledge the need to differentiate more ...

House View Q4 2024 | Allianz Global Investors

Overall, we are positive about the months ahead, while recognising that we are entering a period of below-potential growth where downside risks ...

Market Outlook 2024 - Q4 Update - Russell Investments

Soft Landing or Recession? Explore our Market Outlook 2024 for Q4, featuring global economic insights and trends, including recession risks and U.S. soft ...

Equity Market Outlook 4Q 2024 - Neuberger Berman

Portfolio Considerations: As in Q3, we remain underweight the Technology, Communication Services and Consumer Discretionary sectors; we also continue to prefer ...

Q4 2024 - Global Asset Allocation Perspectives

Global economic themes that are most likely to influence our views on portfolio asset allocation over the next 12-to-18 months. Global growth will continue ...

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 ...

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.