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Quarterly Asset Allocation

Our Quarterly Global Asset Allocation makes an explicit, 6 – 24 month recommendation on each major global asset class. Those recommendations are broken down by both asset class & geography, ensuring ease of use and transferability to investors' portfolios.

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What is the Quarterly Asset Allocation?

The Quarterly Global Asset Allocation is a publication with comprehensive, longer term (6 – 24 month) recommendations on a number of major global asset classes, including: equities; sovereign and corporate bonds (both high yield & investment grade); commodities; and cash. The recommendation is based on our analysis of global macroeconomic trends, macro themes, economic strengths & weaknesses, and our deep relative valuation analysis.

The publication is produced every calendar quarter and is released in five separate sections over the course of the month. Those sections include the front section with the recommendations and associated rationale, three distinct global macro analyses of the US, the EZ, and China, and a final deep dive into valuations.

Within the recommendations, each asset class is broken down by country, described in detail, with a recommendation given as a percentage of the total portfolio in order to ensure accessibility for a wide range of investors.

For shorter timeframe (1 - 4 month) equity recommendations, see the Tactical Equity Asset Allocation, For shorter timeframe recommendations on other asset classes, see our Global Macro Trade Recommendations.