GLOBAL PORTFOLIO STRATEGY
Global Portfolio Strategy | July 07, 2023
Stocks rose solidly in June, as the S&P 500 Index returned 6.6% for the month, bringing its first half gain to a stellar 16.9%. June gains came despite an increasingly hawkish Federal Reserve (Fed) and resulting rise in interest rates as market participants seemed...
Global Portfolio Strategy | March 07, 2023
The STAAC has slightly reduced its overweight equities allocation but maintains its preference for stocks over bonds.
Global Portfolio Strategy | December 7, 2022
The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.
Global Portfolio Strategy | November 8, 2022
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
Global Portfolio Strategy | October 5, 2022
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.