United States, Institutional

Changechevron_right

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.

feature-fund-card-market-opportunities-157531192
Market opportunities

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

feature-fund-card-strategic-asset-allocation-130406189
Strategic asset allocation

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

feature-fund-card-thematic-perspectives-475151305
Thematic perspectives

Structural themes leading to sustainable economic development and investment opportunities.

feature-fund-card-factor-based-perspectives-150799617
Factor-based perspectives

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

experts

latest insights

Showing of Insights Posts
1323044561
Article
5 min
Archived info
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.

Continue reading
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.
gold-coated-digits-674991658-1500x4101
Whitepaper
16 min
Archived info
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.

Continue reading
event
16 min
Whitepaper
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1664516000
Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

Continue reading
event
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
rising-temperatures-global-warming
Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.