global asset allocation

Latest news and analysis on global asset allocation

Asset Allocation

BlackRock: AI stocks "deserve" their share price outperformance

BlackRock's global chief investment strategist Wei Li argues this year is one for the megatrends.
Hans Lee
Livewire Markets
Views from the Top

Why this expert is buying bonds even if recession fears are overhyped

This money manager caught the US stock market rally before many other investors. Now, he's looking for returns in a different asset class.
Hans Lee
Livewire Markets
Asset Allocation

Strategist: Equities will fall 25% in 2024 (but these stocks will outperform)

Even in a world where the S&P 500 falls 20-25%, there are plenty of places for investors to make cash.
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Hans Lee
Livewire Markets
Asset Allocation

The stock market's "fear gauge" is at pre-COVID lows. Should you be worried?

It's not called the "fear gauge" for nothing - and some strategists are keeping their eyes extra peeled.
CSL
RMD
Hans Lee
Livewire Markets
Asset Allocation

Where BlackRock is finding yield and growth in an uncertain market

Hold on - this market's about to get a whole lot bumpier, says BlackRock's asset allocation team.
Hans Lee
Livewire Markets
Asset Allocation

Why Lazard's Ron Temple believes the earnings shoe is still yet to drop

A 30-35% chance of a US-led recession suggests there's much more left in this story.
Hans Lee
Livewire Markets
Asset Allocation

J.P. Morgan Asset Management's quality portfolio for today's market

Equity markets are trying to look through higher rates but earnings trump all.
Hans Lee
Livewire Markets
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