Global Wealth Investment Playbook

In her role as Chief Investment Strategist for global wealth, Paula Campbell Roberts shares key investment themes each quarter. The Q3 2024 Global Wealth Investment Playbook explores our belief that, while we remain in a new regime of structurally higher inflation and higher rates, we are entering a turning point in the cycle where the Fed will join other central banks in cutting interest rates amid disinflation and slowing growth. As rates decline and growth slows, investors are looking to shift tilts to favor equity-based strategies, increase duration within credit to lock-in yields, and mitigate volatility.

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An Alternative Perspective: Past, Present, and Future

Global Wealth Investment Playbook

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The New Investing Environment

Positioning May Favor Less GDP Sensitive and More Interest Rate Sensitive Assets as Growth Decelerates and Rates Fall

We believe this period will be an opportune time to adjust portfolio construction and lean into private markets

Relative to the traditional 60/40 portfolio, investors can tilt asset class exposure to increase return and reduce volatility

Alternative asset classes have historically helped investors generate income, preserve capital, and boost returns

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