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What's inside
Asset class views: our 12- to 18-month outlook
U.S. equity: quality and value for an early to midcycle environment
While near-term challenges remain, the economic recovery appears set to continue in 2021.


International equity: shifting toward quality, growth, and emerging markets
The economic data has bottomed overseas, and an outright defensive position is no longer warranted; quality and growth are best positioned for an uneven recovery.


Fixed income: using a risk-managed approach to credit markets
Developed central banks are likely to keep interest rates extremely low, requiring an allocation to carefully selected credit to generate income.


Our top portfolio ideas to consider now

U.S. quality and value
A combination of value, which offers significant catch-up potential, and quality, which exhibits strong fundamentals, should benefit as early to midcycle dynamics unfold in the United States.

U.S. mid caps
U.S. mid caps benefit from increased fiscal stimulus and have shown the ability to bounce back out of recessions. Outsize exposure to industrials offers diversification and leverage to an economic recovery.

Emerging-market equities
EM equities, buoyed by relative sector composition, are showing more robust earnings improvements than their non-U.S. developed counterparts. They also have scope for further recovery potential.
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1 Winner of Investment Management Education Alliance STAR Awards in 2015, 2017, and 2018, and of the 2018, 2019, and 2020 Internet Advertising Competition’s Best Financial Services Interactive Application and Best Financial Services Mobile Application Awards. Investment Management Education Alliance STAR Awards are selected from hundreds of entries by a panel of mutual fund marketing and communications executives based on effectiveness, messaging, educational value, innovation, user experience, and design. Internet Advertising Competition (IAC) awards are given for excellence in digital marketing across dozens of industries. Entries are judged on a number of criteria and compete head to head with other entries within their specified category.