
Global asset allocation
quarterly outlook
Amid uncertainty, return to the long-term direction.
Read reportDrawing on global markets, asset allocation and research methodology,
APRIL shares observations and reflections on long-term wealth planning.

Amid uncertainty, return to the long-term direction.
Read reportThrough a consistent research rhythm, we record market changes, allocation thinking and methodological insight.
A weekly review of important shifts in growth, inflation, policy and market sentiment.
Update frequency: weeklyView market pulseA monthly reflection on the relationships among asset classes, regional markets and risk budgets.
Update frequency: monthlyView perspectiveAn annual review of research frameworks, model validation and risk management observations.
Update frequency: annualView yearbookStarting from the dynamics of different assets, understand their place within long-term allocation.
Observations on earnings, valuation and market cycles.
Observations on interest-rate paths and credit boundaries.
Signals from supply, demand and inflation cycles.
A view on currency cycles and cross-border allocation.
Subscribe to APRIL's market observations, allocation perspectives, strategy yearbook and thematic publication alerts.