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Navigating the Growth Rebound
Economic and Market Commentary

Navigating the Growth Rebound(video)

Navigating the Growth Rebound

The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain.

More from this Asset Allocation Outlook

Jason Odom

Strategist, Asset Allocation


Mr. Odom is a senior vice president and asset allocation strategist in the Newport Beach office. He focuses on multi-asset strategies and customized portfolio analyses. He has nine years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from Azusa Pacific University.