Quarterly Asset Allocation Outlook

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Fixed income Interest rates Asset allocation Multi-asset Tactical allocation Quarterly Asset Allocation Outlook Article
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With the Fed on hold, is the case for bonds kaput?

Amid worries about sticky inflation, the market has scaled back its expectations for interest rate cuts this year. But even if rate cuts are on hold a while longer, members of our Multi-Asset Team still think investors should consider a move from cash to bonds.

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Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
Alex King
Alex King, CFA
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5 min
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2025-05-30
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Asset allocation Interest rates Economic cycle iStrat Multi-asset Equity Fixed income Commodities Tactical allocation Quarterly Asset Allocation Outlook iStrat program Article
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Do fundamentals support a risk-on tilt?

Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities. 

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2025-03-31
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