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Equity Innovation DB Public Program Tactical allocation iStrat Macro and market Top of Mind Artificial intelligence (AI) Information technology Public pension (DB) Article Global Innovation
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The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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Adam Berger
Adam Berger, CFA
Brian Barbetta
Brian Barbetta
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7 min
Article
2025-07-31
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4 min
Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

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Marco Giordano
Marco Giordano
Danielle Wei
Danielle Wei
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4 min
Article
2025-06-30
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