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Comparing Risk Assets in Mid-Cycle Markets
Economic and Market Commentary

Comparing Risk Assets in Mid-Cycle Markets(video)

Comparing Risk Assets in Mid-Cycle Markets

Growth-oriented asset classes are likely to shine, but not equally. Geraldine Sundstrom and Erin Browne discuss our views across asset classes, including equities, credits, currencies and rates, and how we’re positioning for a mid-cycle environment.

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Mid-Cycle Investing: Growth-Oriented and Selective
Navigating the Growth Rebound
Economic and Market Commentary

Navigating the Growth Rebound(video)

Navigating the Growth Rebound

The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain.

More from this Asset Allocation Outlook

Jason Odom

Strategist, Asset Allocation

Mr. Odom is a senior vice president and asset allocation strategist in the Newport Beach office. He focuses on multi-asset strategies and customized portfolio analyses. He has 10 years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from Azusa Pacific University.

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