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Articles by author

 
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
Apr 2017
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Macro and market

Multi-Asset Outlook: is the post-election rally over?

The first quarter did not exactly deliver a continuation of the post-election rally. Equities beat bonds, but leadership within equities rotated back to defensive sectors. The US led other developed markets,... Read More

Mar 2017
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Macro and market

A framework for thinking about rising inflation: Think Function, Not Form

Think Function, Not Form (TFNF) is an asset allocation framework I use to help me construct portfolios with diversified exposure to investments that have the potential to outperform in various economic... Read More

Feb 2017
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Macro and market

Do you know where your equity revenues are coming from?

Although global macro risks are top of mind these days, many investors are unaware of the extent to which political or economic trouble in other parts of the world could affect their equity holdings. When I... Read More

Jan 2017
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Macro and market

Reweighting portfolios for a reflating world

In 2017, I expect politics and policy will again play a major role in driving markets and creating volatility. I anchor my investment ideas to a framework that takes political trends into account, but also... Read More

Dec 2016
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Macro and market

Rates are on the rise: What actions should you take

Just when many people had embraced the idea of “low for longer,” the situation changed. While no two market regimes are the same, historical patterns can be instructive. Read More