menu
search
Skip to main content

Whitepaper

Showing of Insights Posts
financial market review
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quarterly Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
18 min
Whitepaper
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — September 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
18 min
Whitepaper
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
17 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1486716455
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Disappearing unicorns: The importance of capital efficiency in a higher-for-longer rate environment

Members of our late-state growth equity team share their views on the impact of interest rates on venture capital activity — including the ability of companies to reach “unicorns” status.

Continue reading
event
8 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300495341
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

Continue reading
event
18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — April 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
20 min
Whitepaper
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
19 min
Whitepaper
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
20 min
Whitepaper
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1598668893
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A blueprint for building climate-aware multi-asset portfolios

Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.

Continue reading
event
Whitepaper
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — May 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
15 min
Whitepaper
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
641607690
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

Continue reading
event
Whitepaper
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – December 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
jean-still-holiday-message
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Annual message from our CEO: At a crossroads

CEO Jean Hynes offers perspectives on the current macro and market environment, including the need to challenge long-held assumptions, prepare for persistent disruption, and consider the resulting investment opportunities and risks.

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – November 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
636900125
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs

Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.

Continue reading
event
Whitepaper
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – October 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – September 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review: Third quarter 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1054647674
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Income investing in multi-asset portfolios: Tipping the balance in your favour

Income can play a crucial role in the pursuit of investment objectives over time, but research from our iStrat Team argues for a balanced approach to asset allocation decisions given the potential trade-offs between income and capital return, risk, and portfolio diversification.

Continue reading
event
Whitepaper
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — August 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
151419772
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

More from the core: How fundamental extension (140/40) strategies could help

Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk. 

Continue reading
event
Whitepaper
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — July 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1343714087
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Climate investing: The case for a market-neutral approach

In our view, climate change is a macro catalyst with the potential to disrupt entire industries, producing both relative winners and relative losers. Market-neutral strategies may offer the potential to capitalize on both.

Continue reading
event
Whitepaper
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — May 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — April 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2024-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
523015482
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
Continue reading
event
Whitepaper
2024-08-02
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
961043500
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

Continue reading
event
Whitepaper
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202249270
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

Continue reading
event
Whitepaper
2023-10-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review: First quarter 2023

A quarterly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2023-10-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — March 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2023-06-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
rising-temperatures-global-warming
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Whitepaper
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2023-05-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
asia-rush-hour-traffic
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

Continue reading
event
Whitepaper
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
moving-reverse-ripe
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fixed income 2023: Ripe for a reversal

Three of our fixed income investment professionals discuss the potentially compelling opportunity set to be found in today's global bond markets.

Continue reading
event
Whitepaper
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2023

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2023-05-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — December 2022

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2023-03-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review — Fourth quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2023-07-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Floods
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

Continue reading
event
Whitepaper
2023-10-03
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington_globalCampaign_UP_Day_2_1683_Jean_R3
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Annual message from our CEO: Forward thinking

After a year of profound economic and market change, CEO Jean Hynes discusses the path forward, including the role of alternatives and sustainability, the firm's investments in talent, and the importance of stability and innovation.

Continue reading
event
Whitepaper
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
robotics-innovation-shaping-future
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Adding thematic equity investments to a multi-asset portfolio: An allocator’s handbook

Thematic investing may add a powerful return engine to portfolios, but allocators sometimes struggle with implementation decisions. Members of our Investment Strategy Team offer a framework for thinking about allocation size, strategy selection, and performance evaluation.

Continue reading
event
Whitepaper
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
625229914
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

Continue reading
event
Whitepaper
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot: November 2022

A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
event
Whitepaper
2023-02-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot: October 2022

A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
event
Whitepaper
2023-01-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
mountains peak clouds at dawn
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

ESG in private markets: Insights for 2023

We highlight five key areas for private companies to prioritize in 2023 and share the essential steps they can take to keep up with today’s evolving ESG risks and opportunities.

Continue reading
event
Whitepaper
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Chess Board
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Inflation, rates, and volatility: The best defense is a good offense

Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.

Continue reading
event
Whitepaper
2023-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review: Third quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.
Continue reading
event
Whitepaper
2023-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-june-2017-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot: September 2022

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading
event
Whitepaper
2022-11-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
macro renaissance the opportunity ahead for investors
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Macro renaissance: The opportunity ahead for investors

As the global economy and financial markets transition to a new, potentially more volatile era, macro investment strategies may be well positioned to take advantage of market dislocations and greater asset price differentiation.

Continue reading
event
Whitepaper
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1055897964
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
Continue reading
event
Whitepaper
2022-10-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
615763460
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Power move: Why electric utilities may be the key to the energy transition

As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.  

Continue reading
event
Whitepaper
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.