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iStrat Strategic allocation Top of Mind Innovation Equity Institutional Program Public pension (DB) Article Macro and market Artificial intelligence (AI) Global Innovation Information technology
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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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Mid Year Outlook Designs 4_sd_v2
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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development All-China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small-cap Large-cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Article
2025-06-30
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4 min
Currency Corporate cash Fixed income Institutional Program Global High Yield Bond Opportunistic Fixed Income Global Impact Active management Multi-Sector Credit Article Public pension (DB) Euro High Yield Macro and market Defined contribution (DC) Global Credit Plus Sovereigns Union (Taft Hartley)
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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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