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Investment Strategy

From timely tactical ideas to in-depth structural insights, our iStrat Group offers their latest thinking on market opportunities, strategic asset allocation, and thematic and factor-based investing.

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Market opportunities

Actionable investment ideas driven by our latest market, macro, and asset class outlook.

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Strategic asset allocation

Long-term views and research on the construction, management, and governance of multi-asset portfolios.

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Thematic perspectives

Structural themes leading to sustainable economic development and investment opportunities.

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Factor-based perspectives

Fundamentally oriented factor views on manager research, risk management, and portfolio construction.

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Article
5 min
EM equity Geopolitics Thematic exposure Fundamental equity Emerging Market Development Small-cap Equity Emerging markets iStrat Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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By

Dáire Dunne
Dáire Dunne, CFA
Irmak Surenkok
Irmak Surenkok
event
5 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Whitepaper
16 min
Liability-driven investing Strategic allocation Regulatory Multi-asset Whitepaper iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Setting ROAs for 2025: 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.

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Multiple authors

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16 min
Whitepaper
2025-11-30
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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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