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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.
JPY intervention: what makes it so important this time?
Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.
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.
Top 5 fixed income ideas for insurers in 2026: Give ground on risk, but just a little
With a note of cautious optimism, we consider a range of fixed income ideas for insurers, from investment-grade private credit to emerging market debt.
Disquiet in quality: What happened and what now?
Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?
2026 Insurance Outlook: Cautious optimism and a second bite at the apple
Members of our Insurance team share their economic expectations, investment ideas, and a regulatory roundup for the year ahead.
Another banner year for emerging markets local debt in 2026?
Our experts highlight EM local debt's strong 2025 performance and explain their bullish outlook for 2026.
More from the core: How fundamental extension (140/40) strategies could help
Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.
Broadening underway? 6 equity ideas for 2026
Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.
Finding durable value amid shifting currents
Fixed Income Strategist Amar Reganti and Investment Director Marco Giordano explore how to approach bond investing in 2026. They see durable value for investors who can flexibly adjust to the shifting currents ahead.
The evolution of derisking: Assessing new and time-tested liability-hedging ideas
As defined benefit plans contemplate the best path to their eventual “end state,” members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.
Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
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