September 21, 2023

Asset Allocation Insights - September 2023

Quarterly report

Goldilocks-like business cycle with downside risks, alongside structural changes in major economies, creates potential for choppy markets

Key highlights:

  • A mixed picture creates the potential for choppy markets
  • Fixed income (investment-grade and Euro bonds) gain appeal
  • All equity markets are not the same
  • Real estate may have bottomed out from post-Covid lows
  • Diversification remains key 

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

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.

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