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

The economy is holding up, but the drivers are shifting. AI-led investment is doing the heavy lifting while energy shocks and geopolitics add pressure, creating a more uneven backdrop. For fixed income, that combination reinforces a simple message: higher yields matter, but how you capture them matters more.

Allocation Update

Asset Allocation Chart of the Month

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

Japan’s corporate transformation is gaining momentum. Rising shareholder returns and improving capital discipline have supported equities—but elevated cash levels and cross-shareholdings suggest the story is far from over.

Allocation Update

International Equities Monthly

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

Geopolitical tensions and an energy shock are reshaping the global investment landscape. However, a ceasefire and fragile peace have calmed markets in the near term.

Allocation Update

Touchstone Asset Allocation Guidance

Touchstone Asset Allocation Committee

Markets are balancing two competing forces: a highly fluid geopolitical backdrop and an economy increasingly supported by AI-driven investment. We are emphasizing diversification, quality, and active management while remaining fully invested at strategic weights.

Allocation Update

Domestic Equity Monthly

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

Markets have surged on expectations of easing geopolitical risk, even as the Strait of Hormuz remains closed. While the secular bull market remains intact, the path forward is increasingly dependent on execution, particularly around AI-driven growth.

Allocation Update