Blast from the past: Are we watching the return of 1970s-style stagflation?
How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.
2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Top of Mind Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.

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Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Impact investing in practice: supporting the shift to alternative energy
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Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Decarbonization and the energy transition: The next supercycle
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Annual letter from our CEO: Embracing change
In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Annual letter from our CEO: Embracing change
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2021 Private Equity Annual Meeting highlights reel
This highlight reel offers a quick tour of topical themes in the private markets, from IPO activity to biotechnology trends to ESG engagement.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
2021 Private Equity Annual Meeting highlights reel
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Monthly Market Snapshot: November 2021
A monthly update on equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
Monthly Market Snapshot: November 2021
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<span>2022 Insurance Outlook — </span>Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers' strategic planning and decisions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Insurance Outlook — Three transition year themes — inflation, capital, ESG
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Tim Antonelli
 CFA, FRM, SCR
Blast from the past: Are we watching the return of 1970s-style stagflation?
How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
Blast from the past: Are we watching the return of 1970s-style stagflation?
,
publish
LDI in 2022: Nine questions corporate plan sponsors are asking
Our LDI Team offers insights for the coming year, addressing some of the most commonly asked questions on funded ratios, securitized assets, intermediate credit, alternatives, and other return-seeking and liability-hedging topics.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
LDI in 2022: Nine questions corporate plan sponsors are asking
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When public and private equity converge: An allocator’s guide
Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
When public and private equity converge: An allocator's guide
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2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2021
2022 Investment Outlook
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2022 ESG & Sustainability Outlook
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year. We also offer tangible ideas to help your organization build climate preparedness by incorporating some of our key lessons learned into your investment strategy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 ESG & Sustainability Outlook
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2022 Climate Change Investing Outlook
Multi-Asset Strategists Nick Samouilhan and Tim Antonelli and Investment Strategy Analyst Patrick Wattiau outline an approach to incorporating the capital-market impact of climate change in multi-asset portfolios. Director of Climate Research Chris Goolgasian and members of our climate investing teams preview the firm’s 2022 agenda with Woodwell Climate Research Center and explain their increasing emphasis on engagement.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Climate Change Investing Outlook
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2022 Alternative Investment Outlook
Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Alternative Investment Outlook
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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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Fixed Income Outlook
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2022 Equity Outlook
In our 2022 Equity Outlook, we explore opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Equity Outlook
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