Investment Strategy

From timely tactical ideas to in-depth structural insights, our iStrat Group offers their latest thinking on market opportunities, strategic asset allocation, and thematic and factor-based investing.

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Thematic perspectives

Structural themes leading to sustainable economic development and investment opportunities.

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Strategic asset allocation

Long-term views and research on the construction, management, and governance of multi-asset portfolios.

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Mid Year Outlook Designs 4_sd_v2
Article
4 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

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4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.