Skip to main content
- Funds
- Insights
- Capabilities
- About Us
- My Account
We offer forums, educational programs, and targeted thought leadership for clients seeking to grow their knowledge of equity and fixed income markets, derivatives, asset allocation strategies, and risk-management practices.
Finding opportunity in a narrowing market
In this quarter's outlook, our team explains why they believe insurers should maintain a moderately constructive but selective risk posture, emphasizing dependable income, downside resilience, liquidity, and reinvestment flexibility.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Disrupting the disruptors: China’s challenge to US AI
Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.
Oil market update: The long road to normalization
As geopolitical tensions in the Gulf region resume, our expert discusses recent oil market dynamics and their potential impact on inflation and the global growth outlook.
Pricing power: a growing differentiator among European equities
Equity Portfolio Manager Thomas Horsey, Investment Director Alex Davis and Investment Specialist Arthur Lui examine why pricing power is becoming a growing differentiator among European equities.
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
Funded status gains and asset allocation questions: An update on the corporate DB landscape
Members of our LDI Team share key takeaways from their latest analysis of US corporate pensions' funded status, derisking/rerisking activity, and ROA assumptions.
A dedicated cash-balance strategy: Why now?
Members of our LDI Team explain why the time might be right for some corporate DB plans to consider adding a dedicated cash-balance approach to the liability-hedging allocation.
Setting ROAs for 2026: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
URL References
Related Insights