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Showing of 7 Insights Posts
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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2022-11-30
Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
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2022-11-30
Time to buy credit or Treasuries? Ideas on calibrating the trade-off
After hitting derisking triggers in 2021, many plans are looking ahead to the next trigger and thinking about how expensive the investment-grade credit market is currently. LDI Team members Connor Fitzgerald and Bill Cole offer metrics to aid the decision-making process and consider potential alternatives.
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2022-11-30
With growth and policy, which matters more: Level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
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2022-03-31
Sizing up Biden’s plan to decarbonize America
US Macro Strategist Juhi Dhawan examines the Biden administration’s commitment to a lower-carbon economy, including proposed infrastructure spending, tax incentives, and regulations, as well as the implications for industries and the broad economy.
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2022-10-31
The future of work: Why societal shifts matter
While the pandemic has accelerated existing shifts in people’s working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.
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2022-09-30
Robots won’t take our jobs (and other reasons to be excited about factory automation)
We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.
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2022-08-31