- Co-Head of Multi-Asset Platform
United States, Institutional
Change
The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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Insights Posts
New regime, new reality: Time to adapt?
Explore our latest views on risks and opportunities across the global capital markets.
Article
2026-06-30
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.
4
min
Article
2026-06-30
Where’s my safe haven? A global investor perspective on the tariff tantrum
Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.
25
min
Event replay
2026-05-31
How is funded status holding up in the volatility? Updates on the corporate DB landscape
Members of our LDI Team share key takeaways from their latest analysis of US corporate pension plans' funded status, derisking activity, and ROA assumptions, as well as their outlook for plan contributions.
8
min
Article
2026-06-01
Four investment perspectives on Trump’s first 100 days
Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.
5
min
Article
2026-04-30
Quarterly Market Review — 1Q25
An update on equity, fixed income, currency, and commodity markets.
18
min
Article
2026-04-30
Insurance Quick Takes: Positioning portfolios for what’s next in private credit
In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.
8
min
Video
2026-03-31
The US equity rotation: Where have all the good vibes gone?
After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.
4
min
Article
2026-03-31
Monthly Market Review — January 2025
A monthly update on equity, fixed income, currency, and commodity markets.
18
min
Article
2026-02-28
Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges
In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.
6
min
Video
2026-02-27
URL References
Related Insights
Monthly Market Review — April 2025
A monthly update on equity, fixed income, currency, and commodity markets.
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