Our Portfolio Allocation Summary for January 2025.

Our Portfolio Allocation Summary for January 2025. 

This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Investment Strategy team, we decided to go one step further. Rather than pontificating about what could happen in 2025, we…

Our Portfolio Allocation Summary for November 2024.

We update our 12-month return projections for different US fixed income sectors in soft-landing and recession scenarios.

Our Portfolio Allocation Summary for October 2024.

Our Portfolio Allocation Summary for September 2024.

Our Portfolio Allocation Summary for August 2024.

We calculate expected returns for several different US fixed income sectors with a focus on how municipal bonds stack up against the investment alternatives.

Our Portfolio Allocation Summary for July 2024.