Risk management

Multi-asset Strategic allocation Risk management DB Public Program Macro and market Top of Mind Article

The long and short (term) of markets

Head of Multi-Asset Strategy Adam Berger offers a four-part plan for short-term volatility and looks at the longer-term implications of shifting capital market expectations.

By

Adam Berger, CFA

event July 2025

14 min

Article

2027-01-01

Insurance Private credit Regulatory FRM Program Balance sheet Multi-Asset qualifier Multi-Asset solutions Multi-asset Americas Asset allocation Risk management Insurance Quick Takes Video

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.

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event March 2025

8 min

Video

2026-03-31

Liquid alternatives & hedge funds Macro and market Multi-asset DB Public Program iStrat Strategic allocation Risk management Top of Mind Article

The allocator’s checklist for 2025 and beyond

Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.

By

Adam Berger, CFA

event January 2025

15 min

Article

2026-01-30

Forked road in St. James Gardens, Liverpool. St James's Cemetery is an urban park behind the Liverpool Cathedral. This photo symbolise a choice between two different paths. Diminishing perspective point of view..

Liability-driven investing Risk management Tactical allocation iStrat Private pension (DB) Multi-asset Article

Why more corporate plans should pass on pension risk transfers

LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.

By

Amy Trainor, FSA

event October 2024

5 min

Article

2025-11-30

Asset allocation Risk management Multi-asset Currency Strategic allocation iStrat program Article iStrat

Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact

Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact.

Multiple authors

event February 2024

Article

2026-02-28

Macro and market Multi-asset iStrat Equity Fixed income Risk management Top of Mind iStrat program Article Tactical allocation

Learning to love (or live with) a late-cycle environment

Are we actually in a late-cycle environment and, if so, how should allocators respond? Head of Multi-Asset Strategy Adam Berger offers guidance, including on portfolio positioning, big cycle bets, and security selection.

By

Adam Berger, CFA

event December 2023

Article

2024-12-31

Asset allocation Multi-asset Risk management iStrat Strategic allocation iStrat program Whitepaper

Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs

Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.

By

Jacqueline Yang, CFA

Nick Samouilhan, PhD, CFA, FRM

event December 2023

Whitepaper

2025-12-31

Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Liquid alternatives & hedge funds

The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event May 2023

Whitepaper

2024-05-04

Risk management Climate Utilities Sustainability policies Business practices Energy Real estate Whitepaper

Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

Multiple authors

event January 2023

Whitepaper

2023-10-03

deforestation healthy forest palm rubber trees

Biodiversity Sustainability Risk management Sustainable investing Climate Stewardship Article

Advancing stewardship on biodiversity: Engagement examples

Members of our ESG Research Team share their approach to and examples of engagements on the financial risks of biodiversity.

By

Carolina San Martin, CFA

Sean Caplice, CFA

event November 2022

Article

2023-12-31

Credit High yield EM debt Outlook Income Risk management Active management Portfolio strategy Economic cycle Fixed income Article No Optimizely

Credit market outlook: Partly sunny with a chance of good value

In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.

By

Rob Burn, CFA

event October 2022

Article

2023-12-31

Credit Interest rates Risk management Monetary policy Quick Take

Empirical duration: reason for optimism on risk assets?

While rising rates often produce negative bond returns, combining the concept of empirical duration with a positive outlook on the credit cycle may bode well for some fixed income sectors' return prospects going forward. Investment Analyst Will Prenits and Investment Director Tobias Ripka explain.

By

Will Prentis

Tobias Ripka, CFA

event May 2022

Quick Take

2022-07-31

EM debt Macro and market Risk management Credit Quick Take

Fixed income: Turn to nontraditional sectors for greater return potential in 2022

As discussed in our 2022 credit sector outlook piece, Break with tradition in 2022, we see opportunities in a few nontraditional credit sectors that stand out to us as having a higher probability of generating excess returns in the months ahead.

By

Rob Burn, CFA

Campe Goodman, CFA

event February 2022

Quick Take

2022-04-30

Climate Risk management Sustainability Multi-asset Sustainable investing Article

Hedging climate risk: The best defense is a good offense

Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.

By

Erika Murphy, CFA, CAIA

event February 2022

Article

2023-02-28

Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article

2022 Fixed Income Outlook

Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.

Multiple authors

event December 2021

Article

2022-11-15

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