Quarterly report
Disinflation, stable 7-10 year sovereign yields, stronger-than-expected economic growth and AI euphoria lead to risk-on rally, but downside risk remains
Key highlights:
- Contradictions and a mixed picture
- Stay short or long duration? Fixed income, particularly investment-grade credit gains appeal
- Big changes in equity leadership
- Infrastructure and commodities for diversification
Published quarterly, this report covers:
- Key macroeconomic influences and their implications for financial markets
- Core drivers across asset classes – and what they are indicating
- Cross-asset analysis – expectations, risk premiums, return and risk, correlations and more
- Implications for asset allocation and portfolio construction
- Market analysis provided exclusively via our indices, and Refinitiv and Lipper flows data – enabling apples-to-apples comparisons across asset classes and global markets
Webinar - Changes, risks & opportunities in global markets: asset allocation implications
Indrani De, Head of Global Investment Research at FTSE Russell explores cross-asset investing in our new world of higher rates and lower growth, touching upon key themes such as:
- Changes in the macro economic backdrop that will impact asset allocation
- Increasing dispersion and de-synchronisation in the outlook across geographies
- Current trends within equities including US vs ex-US, diversification benefits between Developed and Emerging countries and why Developed Europe and Japan are doing so well
- Current trends within fixed income – across the credit spectrum and geographies
- The current situation in absolute and relative terms for fixed income and equity
To support your investment decision-making, we produce specialist content that provides analysis and insights on a range of investment topics. Go to our Global Investment Research Hub for valuable Market Insights.
