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2026 Midyear Investment Outlook
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Article
13 min
The total portfolio approach: A mindset, not a mandate
We explain why the total portfolio approach (TPA) to asset allocation doesn’t have to be an all-or-nothing overhaul — and how selected practices can drive more deliberate decisions about risk, liquidity, and active management.
13 min
Article
2028-09-30
Article
8 min
Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
8 min
Article
2027-09-17
Article
16 min
Top of Mind: Challenging false investment dichotomies
Multi-Asset Strategist Adam Berger takes on three familiar investment debates where rigid “either/or” thinking may not serve investors well: active vs passive, US vs non-US, and public vs private.
16 min
Article
2027-09-09
Article
5 min
Follow the money: 3 ways wealth is reshaping economic and investment outcomes
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
5 min
Article
2027-08-31
Article
4 min
How AI is impacting the high yield market
Fixed Income Portfolio Manager Blake Huynh examines how AI is reshaping the high-yield market using the latest issuance data. He explores what this transformation may mean for investors.
By
4 min
Article
2027-09-03
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