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MarketScape · 03.19.24

Tactical Shifts for Balanced Growth

Global economic shifts prompt strategic adjustments in asset allocations, balancing growth objectives with risk mitigation efforts.
  • Markets & Economy
  • Equity Insights
  • ECB
  • Central Banks
Key Points
What it is
We explore a tactical shift toward a more balanced asset allocation prompted by global economic conditions.
Why it matters
Recalibration signifies a proactive stand in portfolio optimization, navigating the dual challenges of seeking returns and managing global risks.
Where it's going
Our focus remains on equipping investors for adaptability, with strategies that anticipate and response to the nuances of global economic shifts.
Main Point

Mitigating Risk While Pursing Growth

Despite inflation exceeding central bank targets and geopolitical uncertainties, there’s optimism for inflation reduction. Market resilience persists, though commercial real estate and consumer lending present ongoing risks.

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Anwiti Bahuguna, Ph.D.

Chief Investment Officer — Global Asset Allocation

Anwiti Bahuguna, Ph.D., is chief investment officer of global asset allocation for Northern Trust Asset Management. She is responsible for managing investment performance, process and philosophy for multi-asset strategies globally. Anwiti leads NTAM’s strategic asset allocation, tactical asset allocation and capital market assumptions, and oversees the portfolio construction group and multi-manager business.

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