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Video
6 min
Focus, flexibility and resilience: Resilience for multi-asset investors in Asia Pacific
Resilience goes beyond simply allocating across asset classes. In the final video of this three-part series, Andrew Sharp Paul and Steve Gorman discuss how thoughtful manager selection, an understanding of how different alphas behave across regimes, and a consistent assessment framework across public and private investments can help investors build more resilient portfolios.
6 min
Video
2027-09-30
Video
6 min
Focus, flexibility and resilience: Flexibility for multi-asset investors in Asia Pacific
Flexibility can be a powerful advantage in multi-asset investing. In the second video of this three-part series, Andrew Sharp Paul and Steve Gorman explore how investors can adapt to changing market conditions through active asset allocation, specialist security selection, and risk management, while maintaining a disciplined approach to risk budgeting.
6 min
Video
2027-07-29
Video
9 min
Focus, flexibility and resilience: Focus for multi-asset investors in Asia Pacific
Focusing active risk is not simply about taking more risk. In the first video of this three-part series, Andrew Sharp Paul and Steve Gorman discuss why investors should better understand the sources of active risk construction and how to think about the spectrum between strategic asset allocation and total portfolio approach.
9 min
Video
2027-07-29
Article
16 min
Top of Mind: Challenging false investment dichotomies
Multi-Asset Strategist Adam Berger takes on three familiar investment debates where rigid “either/or” thinking may not serve investors well: active vs passive, US vs non-US, and public vs private.
16 min
Article
2027-09-09
Article
5 min
Follow the money: 3 ways wealth is reshaping economic and investment outcomes
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
5 min
Article
2027-08-31
Article
11 min
The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
11 min
Article
2027-07-30
Video
11 min
Focus, flexibility and resilience: Top of mind for fixed income investors in Asia Pacific
In this video, Andrew Sharp-Paul, Solutions Director, APAC, speaks with Campe Goodman, Fixed Income Portfolio Manager, about why flexibility matters in fixed income investing. Campe explains how a flexible, multi-sector approach—spanning high yield, emerging markets, structured finance and more—can help build a more resilient portfolio.
11 min
Video
2027-05-31
Video
6 min
Focus, flexibility and resilience: Top of mind for asset allocators in Asia Pacific
In this video, Andrew Sharp-Paul, Solutions Director, APAC, shares three themes that are top of mind for clients in the region: where to focus portfolio risk, how to add flexibility within multi-asset portfolios, and ways to build resilience as volatility increases.
6 min
Video
2027-03-19
Article
3 min
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
3 min
Article
2027-03-27
Article
2 min
Chart in focus: Rethinking the bond mix
Alex King and Josh Riefler explore the evolving role of global government bonds in portfolios against a backdrop of tight spreads.
2 min
Article
2027-03-31
Article
9 min
An active management partner for the near and long term
CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.
9 min
Article
2027-01-31
Infographic
2 min
Chart in Focus: Fed rate cuts resume — What’s next for investors?
In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.
2 min
Infographic
2026-09-30
Article
2 min
Chart in Focus: Are today’s equity returns too high?
In this edition of Chart in Focus, we examine the strength of markets so far this year, placing it in historical context.
2 min
Article
2026-09-30
Article
6 min
(Re)emerging markets: 10 reasons for optimism
Our experts identify 10 reasons why now may be the time for investors to reconsider emerging markets.
6 min
Article
2026-09-01
Article
13 min
Severance: The split between the economy and the markets
While markets have bounced back since Liberation Day, policy changes and macro data bear watching. Heading into the second half of 2025, we're focused on relative opportunities across asset classes created by disconnects and divides between markets and economies.
13 min
Article
2026-06-30
Article
4 min
The power of positive and pragmatic thinking
While markets have a lot to worry about, from government policy to geopolitics, Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at the world from another angle: What could go right? She offers five reasons for positive thinking and considers the investment implications.
4 min
Article
2026-06-30
Article
4 min
Why the US dollar’s “crooked smile” could upend asset allocation
Brij Khurana explores the dollar smile theory's impact on asset allocation and foreign investors' strategies amid currency fluctuations.
By
4 min
Article
2026-05-31
Article
8 min
Making the most of the new economic era’s bright spots
Despite uncertainty, there are important factors supporting a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.
8 min
Article
2026-05-31
Article
5 min
Four investment perspectives on Trump’s first 100 days
Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.
5 min
Article
2026-04-30
Article
12 min
Oh baby, baby, it’s a wild world
Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.
12 min
Article
2026-03-31
Article
10 min
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.
10 min
Article
2026-03-31
Infographic
4 min
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.
4 min
Infographic
2026-03-31
Article
3 min
Turning tides for US Treasuries
Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.
3 min
Article
2026-02-28
Article
8 min
Is your portfolio keeping pace with the changed outlook?
It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
8 min
Article
2025-12-31
Infographic
3 min
Chart in Focus: Is the “Trump trade” real?
Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.
3 min
Infographic
2025-11-29
Video
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Infographic
3 min
Chart in Focus: The need to differentiate market growth from macro growth
Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?
3 min
Infographic
2025-09-30
Quick Take
Sector rotation opportunities for nimble credit investors
Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.
Quick Take
2024-02-29
Article
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
Continue reading
Article
2023-07-31
URL References
Related Insights
Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors