JEMTF - Asset Allocation Outlook: Our 2025 Asset Allocation Playbook

2025-01-31 08:37:00 ET

Summary

• Now in 2025, we think that markets could be hitting an inflection point. And while we think it still is early to say that the market is going to be rotating from growth to value or from large cap to small cap, we do think that investors should position for that rotation.
• In 2025, our positioning across regions might be one of our highest conviction ideas.
• What we've seen over the course of the last several months prior to 2025 is a decrease in correlation between equities and fixed income.
• Within fixed-income portfolios, we're positioned a little bit more neutrally across sectors of the market.

Transcript

So when I'm thinking about top-down asset allocation, right now, we're tilting overweight to stocks. We're neutral on fixed-income assets, and we're a little bit underweight cash. And we can break that down a little bit....

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