Tactical asset allocation outlook
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"Market Outlook"
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A snapshot of our current views on equity, fixed-income and alternative asset classes — updated monthly to help you tactically adjust for opportunities and risks.
Key Takeaways
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While economic indicators remain supportive, increased volatility, valuation concerns and sentiment have shifted our equity positioning down to neutral.
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We maintain a neutral position in fixed income amid increased uncertainty about the path forward for the Fed. Fixed income continues to have a negative correlation with stocks, which supports diversification.
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We continue to have a neutral position in alternatives, as we believe the potential diversification benefits offset the potential challenges of lower inflation to assets like commodities and REITs.
