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Asset Allocation Committee Outlook | January 2026
Embracing Risk in a Shifting Macro Regime
- The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
CIO Weekly Perspectives | January 2026
Emerging Markets: The Next Phase in Market-Broadening
- At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. We expect EM risk assets to continue to deliver.
Fixed Income Investment Outlook | January 2026
Widening the Search
- After a generally stellar year for fixed income, 2026 looks more demanding, with fewer rate tailwinds and tight spreads putting a premium on security selection and global diversification, particularly as tail risk rises.