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Bonds | Equities | Alternatives | Transition

Quarterly Global Market and Asset Allocation Guide

The BEAT | Q4 2026 - October 3 The BEAT provides connectivity between changing market events and implications for TOP VIEWS 3 investor portfolios.

Spanning Bonds, Equities, Alternatives and Transition*, this quarterly review provides 28 timely information across a broad array of markets and investment topics.

BONDS 28 Each edition explores investment ideas, identifies areas of focus and provides a comprehensive outlook on asset allocation — all supported by a concise review of economic and asset class data through clear and impactful charts. 36

EQUITIES 36 We believe The BEAT is a critical desk reference that enables more informed discussion and understanding of financial markets.

54 If you are viewing this book on your computer or tablet, click or tap on the section box to jump to the MARKET MONITOR 54 beginning of each section.

Data provided is for informational use only. See end of report for important additional information. Transition is an asset allocation view, which refers to cash, cash equivalents or liquid short-duration assets, such as short-dated Treasuries, that can be used to “transition” to other asset classes.

The BEAT | Q4 2026 – October 2