Multi Asset Insights
Insights to help you position your portfolio for success
Browse our latest insights
20 insights
Apr 2025 · From the Field
U.S. policy under Trump: What investors need to know
We explore the policy changes that could matter the most for markets and asset allocation.
Apr 2025 · From the Field
The rise of public and private credit opportunities in the evolving multi-asset investing world
Explore diverse credit opportunities in evolving multi-asset investing.
Apr 2025 · From the Field
Will we escape the non‑U.S. stocks value trap?
European stimulus could be a game changer for undervalued non-U.S. stocks.
Apr 2025 · From the Field
Smart diversification in an age of U.S. exceptionalism
U.S. exceptionalism has contributed to a strong U.S. bias in many investor portfolios, highlighting the need for a smart approach to diversification.
Apr 2025 · In the Loop
Market Update: Shock and Awe
Investors are reeling from the worse-than-expected level of tariffs announced on Wednesday, further exacerbating already high levels of uncertainty.
Mar 2025 · From the Field
How will a rising 10‑year Treasury yield impact other assets?
Floating rate loans appear well-positioned to benefit from rate rises
Mar 2025 · From the Field
Where can investors find defensive assets in today’s evolving markets?
Explore top defensive assets for today's changing market landscape.
Mar 2025 · In the Loop
Market Update: Tariffied
The S&P 500 has fallen nearly 9% from its February highs, with the technology-heavy Nasdaq officially in correction terrority, while markets outside the U.S. continue to outperform.
Feb 2025 · From the Field
The cryptocurrency moment: Return considerations for a new asset class
Should asset allocators now consider establishing positions in digital assets?
Jan 2025 · From the Field
The cryptocurrency moment: Return considerations for a new asset class
Should asset allocators now consider establishing positions in digital assets?
Jan 2025 · In the Loop
Market Update: Trump Day One
Trump's initial actions: tariffs, immigration, energy impacts.
Dec 2024 · From the Field
What will a second Trump presidency mean for markets?
Markets appear optimistic about another Trump presidency. But inflation could spoil the party.
Nov 2024 ·
Global impact multi-asset: Constructing a one-stop portfolio solution
Uniquely integrating impact considerations with financial performance
Oct 2024 · From the Field
Special Topic: Can you trust recession forecasts?
Three special factors may help the U.S. economy avoid a recession.
Oct 2024 · From the Field
The Fed’s big cut may favor high yield bonds
The Fed’s September rate cut reduced the risk of a recession. High yield bonds may benefit.
Oct 2024 · From the Field
Cutting cycles and learning to love bonds again
History provides some clues about which asset classes are likely to outperform
Sep 2024 · From the Field
How healthy is the U.S. labor market?
The Federal Reserve appears ready to cut rates. Job growth will be key for how stocks perform.
Sep 2024 ·
The Psychology of Leadership in Investment Management
Five ways to become an effective leader in money management
Aug 2024 · From the Field
Will government debt boil the frog?
How much should investors worry about the ballooning U.S. government debt?
Aug 2024 ·
Manic market not a reason for investors to panic
Recent market volatility appears to reflect extreme risk-on sentiment and positioning
202501-4114113