Multi-Asset Perspectives

Skyscraper in Orange Light

A Strong Month, a Persistent Cycle

We believe the equity market is in a late-cycle environment, which becomes harder to navigate as recession concerns start to rise.

Buildings reflecting sky

Bumper Month and Quarter for Equities Globally

Potential global economic stabilization and a slowing U.S. labor market should allow risk assets to benefit from loose monetary policies.

Chess piece on map

A Strong Equity Rally, Then a Wobble

Sentiment-driven rallies can be powerful, but we do not yet see enough supports to sustain recent equity market gains.