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Showing 10 of 95 Insights Posts
multi asset outlook
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Still climbing, just slower

Members of our Insurance team share the key themes behind their cautiously optimistic outlook for the second half of 2025 and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.

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event July 2025
15 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1329709293
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sizing private-market allocations

Our multi-asset experts explore three key components of sizing private market allocations, offering a framework to evaluate the capacity to take on illiquidity, the need for excess return, and the ability to consistently source 'good' investments.

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event May 2025
8 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi asset outlook
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Tariff wars: The yield awakens

Members of our Insurance team discuss the turbulent economic and market environment and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.

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event April 2025
15 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1320532557
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bitcoin on the brink: What investors need to know

As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation.

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event March 2025
10 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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event March 2025
4 min
Infographic
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200026826-001
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The US equity rotation: Where have all the good vibes gone?

After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.

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event March 2025
4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1323044561
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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event January 2025
5 min
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Ne year resolution yellow stickers banner
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Four achievable New Year’s resolutions for investors

Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.

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event January 2025
5 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Multi asset
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Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

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event January 2025
8 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Alternatives Outlook
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Three performance drivers could help hedge funds rev up returns

Alex King and Adam Berger, members of our Investment Strategy & Solutions Group, explain why we're at a turning point for economic and market conditions that could benefit hedge funds and make them a potentially valuable addition to a multi-asset portfolio.

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event January 2025
6 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.