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CE Webinar: After the Cut: Global Allocation for a New Rate Regime                            
October 16, 1PM ET 

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We believe sporadic easing in the U.S. represents an inflection point for allocation. 

Global markets continue to look past risks: from U.S. policy change, to technological disruption, to geopolitical shifts. In October, the game-changer is the U.S. Federal Reserve’s return to rate cuts. A lower cost of capital may do little for the real economy, but easier financial conditions are likely to extend the rally in risk assets and spur more credit creation. 

   

How to Invest Our Macro Views

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The Global Market Strategy Team 

Our team of market strategists connects macroeconomics to asset allocation. We provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.

   

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This material represents an assessment of the market environment as of a specific date and is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any investment product or any issuer or security in particular.

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