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

AI is reshaping the investment landscape supporting growth, complicating inflation, and creating a new cycle of opportunities across fixed income markets.

Allocation Update

Asset Allocation Chart of the Month

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

Beneath a historically expensive S&P 500 cap-weighted index sits a much more attractively valued universe of companies, particularly outside the largest mega-cap growth names.

Allocation Update

International Equities Monthly

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

Across both developed and emerging markets, a shrinking group of stocks is driving an outsized share of returns. Sound familiar? However, a reopening of the Strait of Hormuz could introduce a more diverse set of return drivers.

Allocation Update

Touchstone Asset Allocation Guidance

Touchstone Asset Allocation Committee

AI continues to dominate earnings, economic growth, and even inflation dynamics. While equity market participation has broadened on the surface, much of the underlying strength still traces back to the global AI investment cycle.

Allocation Update

Domestic Equity Monthly

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

We increased exposure to U.S. equities following the recent pullback, supported by improving earnings expectations and a healthy economic backdrop. While risks remain, we see the positives outweighing the negatives.

Allocation Update