QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
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Top picks
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Macroeconomic
Systematic, cost-aware tail-risk hedging may support portfolio downside protection while preserving strategic flexibility in volatile markets.
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Fixed Income
For investors still holding cash allocations, the current fixed income environment may offer a potential opportunity to enhance income without taking on significant interest rate risk.
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Fixed Income
Long-dated U.S. Treasury yields are in the spotlight following recent Treasury intervention. In our view, the recent rise in yields reflects underlying supply and demand dynamics, rather than concerns about U.S. solvency. Meanwhile, recent market repricing may create opportunities for active investors, especially at the front end of the curve.
Chart of the Week |
Macroeconomic
Global earnings growth has been strong this year, led by the U.S. and reinforced by improving profit growth across Europe, Japan and other major markets. While volatility may rise in the near term, above-average earnings and broader global participation remain supportive of global equities.