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

After years of lagging large cap stocks, small caps are showing signs of renewed leadership. A combination of AI-driven investment, improving earnings expectations, and the potential for broader economic participation could support a more sustained advance.

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

Markets are broadening beyond the mega caps as improving economic data, falling oil prices, and easing geopolitical concerns support a more constructive backdrop for risk assets. With employment remaining resilient and market leadership expanding across sectors, investors may find new opportunities as the rally becomes more broad-based.

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