Search
Multi-Asset Insights
Learn how we integrate our investment capabilities into customized client solutions.
Latest Insights

March 2023 / INVESTMENT INSIGHTS

2023 Five Investment Trends for the Next 12 Months

2023 Five Investment Trends for the Next 12 Months

2023 Five Investment Trends for the Next...

Positioning your portfolio for the challenges and opportunities ahead

By Yoram Lustig, Michael Walsh & Niklas Jeschke

By Yoram Lustig, Michael Walsh & Niklas Jeschke

March 2023 / ASSET ALLOCATION STRATEGY

Including ESG Preferences in Asset Allocation

Including ESG Preferences in Asset Allocation

Including ESG Preferences in Asset Allocation

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

By Multiple Authors

March 2023 / VIDEO

Recession Avoided?

Recession Avoided?

Recession Avoided?

Positive economic news in the near term could mean a more hawkish Fed, which would...

By Tim Murray

Tim Murray Capital Markets Analyst

February 2023 / VIDEO

Video: A Long-Awaited Reversal

Video: A Long-Awaited Reversal

Video: A Long-Awaited Reversal

U.S. equities trailed the rest of the world in 2022, and near-term tailwinds could...

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

February 2023 / ASSET ALLOCATION STRATEGY

A Long-Awaited Reversal

A Long-Awaited Reversal

A Long-Awaited Reversal

Near-term tailwinds could favor international markets

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

Monthly Report

April 2023 / ASSET ALLOCATION VIEWPOINT

Asset Allocation Viewpoints: April Insights

Asset Allocation Viewpoints: April Insights

Asset Allocation Viewpoints: April Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: March Viewpoints

Global Asset Allocation: March Viewpoints

Global Asset Allocation: March Viewpoints

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: February Viewpoints

Global Asset Allocation: February Viewpoints

Global Asset Allocation: February Viewpoints

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: January Viewpoints

Global Asset Allocation: January Viewpoints

Global Asset Allocation: January Viewpoints

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA