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Article
13 min
Is AI taking over? Portfolio and productivity insights for asset allocators
Amid questions about corporate spending, valuations, and technology exposure, Global Industry Analyst Brian Barbetta and Multi-Asset Strategist Adam Berger take a deep dive on the AI landscape, offering investment insights and ideas for using AI to improve productivity.
13 min
Article
2026-12-01
Article
14 min
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.
14 min
Article
2027-01-01
Article
10 min
Lessons learned from a top-heavy equity market
Can the Magnificent Seven stocks continue to dominate the equity market? And what can asset owners do when markets are narrow? Head of Multi-Asset Strategy Adam Berger and Global Equity Strategist Andy Heiskell discuss the challenges and opportunities.
10 min
Article
2026-04-30
Whitepaper
12 min
When will capital come back to private equity?
Head of Multi-Asset Strategy Adam Berger and Head of Late-Stage Growth Matt Witheiler consider the state of the private equity market, including liquidity challenges, the effects of higher interest rates, late-stage opportunities, and the impact of AI.
12 min
Whitepaper
2026-03-31
Article
15 min
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.
15 min
Article
2026-01-30
Article
15 min
A guide to investing in the age of anxiety
There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.
15 min
Article
2025-12-01
Article
9 min
Does the US election even matter? Thoughts on politics, Fed policy, and portfolios
What's next for interest rates and what impact will the US election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros share their outlook and discuss the asset allocation implications.
9 min
Article
2025-06-30
Article
7 min
The AI effect: Time to rethink your technology exposure?
Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.
7 min
Article
2025-07-31
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