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In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
Secondary investment: Flexibility in private equity
Our private equity experts highlight how secondary transactions offer liquidity solutions for LPs, capital support for GPs, and a growing opportunity set.
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Portfolio construction and volatility management in 2026
Multi-Asset Strategist Nanette Abuhoff Jacobson discusses adapting portfolios for 2026, focusing on diversification, hedge funds, and private markets.
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
Building the future: Advances in AI infrastructure for autonomous agents
Van Jones highlights AI infrastructure advancements, emphasizing emerging protocols and data solutions for autonomous agents driving innovation and connectivity.
The intersection of AI and private credit
Our private credit experts highlight AI's influence on asset class’s market growth, emphasizing how investments in infrastructure like data centers has the potential to drive long-term market opportunity.
Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact
Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact.
Designing a climate-aware strategic asset allocation
Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.
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