Viewpoints from the Global Investment Committee

Casting a wider net: Can investors branch out when so much is priced in?

Key Takeaways

• Despite higher volatility and some elevated risks, many areas of the global financial market appear fairly valued, creating potential investment challenges.
• We suggest investors cast a wider net, looking for deeper diversification across markets, while also seeking to capitalize on potential market turnarounds in spaces such as municipal bonds and private real estate.
• We also think some market segments have room for further upside, including U.S. large cap equities, infrastructure and private credit.