Public pension (DB)

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Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value. 

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Article
2024-01-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

After the UK sell-off: what’s next for global markets and investors?

Co-Head of Investment Strategy Natasha Brook-Walters and Head of Macro Strategy John Butler discuss the implications of the recent sell-off in UK markets for global markets and investors.

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Article
2022-12-30
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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Whitepaper
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
486463910
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
What if…? Contemplating five big questions for 2022
Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.
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Article
2023-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
486463910
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
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Article
2022-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
486463910
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Investing for the long term (in a short-term world)
With short-term behavior evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate a long-term mindset.
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Article
2022-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.