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Multi-asset Content CoE Program Global Program iStrat Article Brand Institutional Program Outlook
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Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

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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.
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Article
9 min
Climate Sustainability Global Impact Bond Institutional Program Impact investing Stewardship Impact Global Impact Article Global Impact Bond Brand Impact measurement Sustainable investing Global Impact
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Assessing the impact of climate resilience

Oyin Oduya and Louisa Boltz discuss the case for impact solutions focused on climate adaptation and share high-level guidelines to help overcome the associated measurement challenge.

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Oyin Oduya
Oyin Oduya, CFA
Louisa Boltz
Louisa Boltz
event
9 min
Article
2025-10-02
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568700443
Article
7 min
USA Germany Equity Fixed income Institutional Program Wealth Liquid alternatives and hedge funds Large-cap Market disruptions Japan Volatility Content CoE Program Global Program EMEA Yielding insights Article Brand
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What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

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Brij Khurana
Brij Khurana
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7 min
Article
2025-09-30
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Podcast
WELLSaid Podcast No Optimizely Unique Perspectives Equity Institutional Program Private company management Private portfolio companies Biotech Late stage Brand Private investments Podcast Private equity
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Private biotech market: Innovation, valuations, and capital efficiency

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

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Thomas Mucha
Thomas Mucha
Nilesh Kumar
Nilesh Kumar, PhD
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Podcast
2024-03-31
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