Allocation Update

Find timely intelligence to inform your portfolio positioning right now. Touchstone conducts deep dive analyses of specific asset classes and offers asset allocation guidance using different approaches that are designed to add value for financial professionals and their clients. While certainly not exhaustive, these fresh perspectives include not only historically significant findings, but they also incorporate more recent trends or ideas about important market or economic environments - the culmination of which can serve as a solid framework for discussion and consideration.

Fixed Income Monthly

Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Tim Paulin, CFA

Economic resilience may keep interest rates higher for longer. As stronger economic growth keeps the Fed on hold, elevated yields, quality income, and disciplined security selection remain the keys to navigating today's fixed income market.

Allocation Update

Asset Allocation Chart of the Month

Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Tim Paulin, CFA

Hidden Concentration Risk: The S&P 500 may be more concentrated than it appears. As more of the market becomes connected to AI, the consequences of being wrong about the investment cycle are growing. Is your portfolio as diversified as you think?

Allocation Update

International Equities Monthly

Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Tim Paulin, CFA

International fundamentals are improving, but the risks haven’t disappeared.

Allocation Update

Touchstone Asset Allocation Guidance

Touchstone Asset Allocation Committee

The markets stumbled, but the fundamentals didn’t. We take a closer look at the recent selloff, the growing debate around AI, and why we believe expectations, not earnings, have become the bigger risk.

Allocation Update

Domestic Equity Monthly

Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Tim Paulin, CFA

The investment landscape continues to evolve. Strong fundamentals continue to support U.S. equities but changing earnings drivers and market leadership are reshaping the investment opportunities beneath the surface.

Allocation Update