Gregg Thomas
CFA
Director of Investment Strategy
Boston

Insights By Gregg Thomas

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Portfolio strategy Outlook Asset allocation No Optimizely Macro and market Multi-asset Collection
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2023 Investment Strategy Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group.

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Collection
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Active management Asset allocation Equity Outlook Factors iStrat Multi-manager solutions No Optimizely Article
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Equity allocation ideas after a year of factor extremes

Members of our Fundamental Factor Team discuss the role of defensive allocations as a complement to growth and value, the improved stock-picking environment, and the need for macro stress tests, among other topics.

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Gregg Thomas, CFA

Chris Driscoll, CFA

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Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity Outlook Macro and market No Optimizely Collection
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Equity Outlook

In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.

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Multiple authors

event
Collection
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Active management Factors Portfolio construction Risk management Equity Fundamental equity Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Beware of benchmark concentration
We discuss the outperformance of megacap stocks and offer perspective on how active managers may approach the challenge of being underweight those stocks.
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By

Gregg Thomas, CFA

Noah Comen, CFA

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Quick Take
2022-06-30
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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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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