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Quarterly Asset Allocation

A Global Asset Allocation portfolio recommendation with key macro updates on the US, China and Euro zone, and in-depth relative valuation analysis.

Our Quarterly Global Asset Allocation makes an explicit six month to two year recommendation on 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 recommendations are broken down by both asset class & geography, ensuring ease of use and transferability to investors' portfolios.  

Report frequency: Quarterly (average 4 reports per year)

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Recent publications:

 

Quarterly Global Asset Allocation:

  • Quarterly Global Asset Allocation No. 31, 6th October 2017 : "All Roads Lead to the Fed ''
  • Quarterly Global Asset Allocation No. 30,   4th July 2017 : "Structural Deterioration Continues – but Stay OW Risk (for now) ''
  • Quarterly Global Asset Allocation No. 29,  13th April 2017 : "Scepticism Overdone a.k.a Global Growth Leadership Switch Continues ''
  • Quarterly Global Asset Allocation No. 28,  23rd December 2016: "One Final Flurry (continues) ''
  • Quarterly Global Asset Allocation No. 27, 30th September 2016: "One Final Flurry?"
  • Quarterly Global Asset Allocation Alert No. 3, 10th August 2016: "ADDing Alternatives to Portfolio"
  • Quarterly Global Asset Allocation No. 26, 21st June 2016: "Remain Strategically Defensive"
  • Quarterly Global Asset Allocation No. 25, 21st Mar 2016: "Reduce Risk in Strategic Portfolios"
  • Quarterly Global Asset Allocation No. 24, 18th Dec 2015: "Rising Bear Market Risks" 
  • Quarterly Global Asset Allocation No. 23, 1st Oct 2015: "Continue to De-risk"
  • Quarterly Global Asset Allocation No. 22, 23rd Jun 2015: "Continue 'Slow Retreat from Risk'"
  • Quarterly Global Asset Allocation No. 21, 25th Mar 2015: "Navigating the Beginning of the End"