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Articles by author

Mark Lynch

Portfolio Manager and Global Industry Analyst

Oct 2017

Evolve your tactical asset allocation by redefining TAA

Tactical asset allocation (TAA ) strategies have long sought to deliver equity-like returns without the market risk of a pure equity allocation. However, such strategies have enjoyed mixed success, which has... Read More

Dec 2016

Geopolitical

A new era of populism, politics, and policy: Implications for investors

Mark is one of the firm’s most senior investors. His portfolio management responsibilities include global alternative approaches, financial-sector portfolios, and multi-asset strategies that focus on... Read More

INVESTMENT INSIGHTS

Equity

Fixed income

Multi-asset

Alternatives

Macroanalysis

Business practices

THEMED COLLECTIONS

Emerging markets: Active opportunities span asset classes

Outcomes-focused fixed income investing

Desire for upside, fear of downside: Can alternatives help?

Preparing for reflation and rising rates

Stars aligning over Japan

Research in focus: Uncovering trends and opportunities

Exploring real assets: Opportunities and risks across the real-asset sectors

New directions in liability-driven investing

The search for income and return

Constructive thinking on active allocations

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