Tactical CA House Views (Download Full PDF)
Our house views are intended to generate excess returns over a three- to five-year horizon. Sizing of tactical positions should reflect an investor’s risk tolerance, liquidity needs, and other holdings. Updated on a monthly basis (typically by business day 10).
| OVERWEIGHT | UNDERWEIGHT | RECOMMENDED SINCE | OUR VIEW |
|---|---|---|---|
| California Carbon Allowances | Global Equities | 10/31/2021 | Download PDF |
| Developed Markets ex US Small-Cap Equities | Developed Markets ex US Equities | 09/30/2023 | Download PDF |
| US Small-Cap Equities | US Equities | 04/30/2022 | Download PDF |
| Developed Markets Value Equities | Developed Markets Equities | 06/30/2020 | Download PDF |
Asset Class Facts & Figures (Download Full PDF)
Our Facts & Figures slides review notable data—from current valuations to earnings growth and performance—across more than 50 asset classes and industries. Updated on quarterly basis.
| ASSET CLASSES | DATA THROUGH | |
|---|---|---|
| Equities* | 09/30/2024 | Download PDF |
| Fixed Income | 09/30/2024 | Download PDF |
| Real Assets | 09/30/2024 | Download PDF |
| Private Equity/Venture Capital | 09/30/2024 | Download PDF |
| Currencies | 09/30/2024 | Download PDF |
* Read more about the cyclically adjusted price-to–cash earnings ratio used in our equity valuation work.