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Monthly Market Snapshot — April 2024

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

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Whitepaper
2025-05-31
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Financial Market Review

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

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Whitepaper
2025-04-30
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Monthly Market Snapshot — March 2024

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

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2025-04-30
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A turning point for US small caps

Myth busting US small caps: why now could be a compelling entry point for the asset class.

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2025-04-30
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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.

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Whitepaper
2026-03-31
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Monthly Market Snapshot — February 2024

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

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2025-03-31
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5 reasons to be active in fixed income

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

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Whitepaper
2025-02-28
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Monthly Market Snapshot — January 2024

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

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Whitepaper
2025-02-28
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Monthly Market Snapshot – December 2023

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

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Whitepaper
2025-01-31
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Financial Market Review

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

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Whitepaper
2025-01-31
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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.

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2025-01-31
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Monthly Market Snapshot – November 2023

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

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Whitepaper
2024-12-31
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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.

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Whitepaper
2025-12-31
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Monthly Market Snapshot – October 2023

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

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Whitepaper
2024-11-30
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Monthly Market Snapshot – September 2023

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

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2024-09-30
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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.

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2024-09-30
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Monthly Market Snapshot — August 2023

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

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2024-09-30
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Monthly Market Snapshot — July 2023

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

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2024-07-31
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Our commitment to net zero
We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.
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2024-08-31
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Monthly Market Snapshot — June 2023

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

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2024-07-31
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Financial Market Review

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

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Whitepaper
2024-07-31
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Monthly Market Snapshot — May 2023

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

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2024-06-30
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Monthly Market Snapshot — April 2023

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

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2024-05-31
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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.
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2024-08-02
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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.

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2024-04-30
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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.

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Whitepaper
2023-10-15
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Financial Market Review: First quarter 2023

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

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Whitepaper
2023-10-15
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Monthly Market Snapshot — March 2023

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

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Whitepaper
2023-06-15
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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.

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2024-04-30
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Monthly Market Snapshot — February 2023

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

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2023-05-15
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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.

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2024-03-31
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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.

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2024-03-31
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Monthly Market Snapshot — January 2023

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

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2023-05-15
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Monthly Market Snapshot — December 2022

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

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2023-03-15
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Financial Market Review — Fourth quarter 2022

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

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Whitepaper
2023-07-15
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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.

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2023-10-03
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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.

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2024-01-31
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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.

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2024-01-31
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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.

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2023-12-31
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Monthly Market Snapshot: November 2022

A monthly update on equity, fixed income, currency, and commodity markets.
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2023-02-15
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Monthly Market Snapshot: October 2022

A monthly update on equity, fixed income, currency, and commodity markets.
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2023-01-15
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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.

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2023-11-30
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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.

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2023-04-15
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Financial Market Review: Third quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.
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2023-04-15
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Monthly Market Snapshot: September 2022

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

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2022-11-15
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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.

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2023-10-31
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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.
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2022-10-15
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Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.
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2022-12-01
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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.  

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2024-09-30
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