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

Borrowers are competing for capital again—and bond investors are benefiting. Growth is holding up, while risks are building. Higher yields are improving bond return potential. Credit markets increasingly reward selectivity.

Allocation Update

Touchstone Asset Allocation Guidance

Touchstone Asset Allocation Committee

Markets remain resilient, but the risks are shifting. Healthy earnings and economic growth support our equity overweight, while inflation, fiscal pressures and growing competition for capital led us to move duration back to neutral. See where we continue to find opportunity and where we believe investors should remain selective.

Allocation Update

The Great Repricing

Why a Higher Cost of Capital is Restoring Opportunity in Bonds

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

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