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Showing 10 of 79 Insights Posts
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Active management Diversification Asset allocation Defined Contributions Program Article
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The alpha advantage: Building retirement resilience

Client Portfolio Manager Dáire Dunne explains why the time horizon of retirement savers is well aligned with the potential of active management to deliver alpha. He examines the growing need for alpha, the importance of market inefficiency when pursuing it, and steps plan sponsors can take to help participants maximize the alpha advantage.

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Dáire Dunne, CFA

Gregg Thomas, CFA

event October 2025
18 min
Article
2026-11-30
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Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article
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Opportunity ahead: Optimism or illusion?

Explore our latest views on risks and opportunities across global capital markets.

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event October 2025
Article
2026-11-30
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Active management Fixed income DB Private Program Liability-driven investing Asset allocation Article
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Corporate versus credit indices: What’s the best match for liability-driven investing?

When selecting benchmarks for LDI needs, corporate DB plan sponsors often ask about the differences between investment-grade corporate and credit indices. In this paper, we compare the composition and performance of corporate and credit indices, as well as intermediate and long maturity indices, and we offer insights on choosing indices that fit a plan’s liability.

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event October 2025
18 min
Article
2026-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Active management Artificial intelligence (AI) Wealth Program Investment Angles Article
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Not all AI opportunities are created equal

Global Industry Analyst Michael Masdea explores AI's transformative power and shares a five-step framework to help evaluate potential long-term AI success stories.

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Michael Masdea

event October 2025
4 min
Article
2026-10-31
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Active management Emerging markets Content CoE Program Global Program Multi-asset Chart in Focus Article
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Chart in focus: Three reasons to revisit emerging markets

Multi-Asset Strategist Nanette Abuhoff-Jacobson illustrates the case for emerging markets in three charts.

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By

Nanette Abuhoff Jacobson

event October 2025
3 min
Article
2026-10-31
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Growth Equity Economic cycle Wealth Program Investment Angles Active management Article
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Rotations and reallocations: Rethinking equities

Since April's Liberation Day, equity markets have recovered losses and appear to be on an upwards trajectory. But under the surface of the highs, argues Equity Strategist Andrew Heiskell, is a market and an economy looking for direction. Why is the economy so stuck?

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Andrew Heiskell

event October 2025
5 min
Article
2026-10-31
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Europe Equity Active management Wealth Program Portfolio construction Article
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The long-term rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.

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By

Thomas Horsey

Thomas Kramer

event September 2025
4 min
Article
2026-10-31
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Income Equity Strategic allocation Content CoE Program Global Program Active management Article
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New regime, new reality for investors?

The first half of 2025 has reinforced our view that we are entering a new investing regime. But this isn't a clean break from one regime to another; it's a messy, transitional phase, where some old rules still apply, even as new ones might be emerging. How can investors evolve for a new market environment?

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Natasha Brook-Walters

event September 2025
5 min
Article
2026-10-31
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Chart in Focus Macro and market Interest rates Wealth Program Equity Fixed income Multi-asset Active management Asset allocation Infographic
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Chart in Focus: Fed rate cuts resume — What’s next for investors?

In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.

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By

Alex King, CFA

Joshua Riefler

event September 2025
2 min
Infographic
2026-09-30
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Equity Macro and market Rapid fire questions Wealth Program Active management Growth Quality Video
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Rapid Fire Questions with Tim Manning

In this edition of “Rapid Fire Questions,” equity portfolio manager Tim Manning offers his views on rates, fiscal policy, tariffs, and AI — and shares why he remains constructive on the US equity market.

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Tim Manning

event September 2025
3 min
Video
2026-09-30
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