USRT - Secular Outlook Key Takeaways: Reaching For Resilience

• In a more fractured world, we believe governments and corporate decision-makers will increasingly focus on searching for safety and building resilience.
• Looking forward, rather than reaching for yield, we believe that investors will be reaching for resilience in their portfolio construction, looking to build more robust asset allocation in the face of a more uncertain environment for macro volatility, market volatility, and central bank support.
• We expect emerging markets to offer good opportunities, while we stress the importance of active investment to sort between the likely winners and losers in a difficult investment environment.

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