Multi-Asset Insights

Learn how we integrate our investment capabilities into customized client solutions.

Latest Insights

June 2023 / INVESTMENT INSIGHTS

Inside the Engine Room of EM Local Currency Debt

Inside the Engine Room of EM Local Currency...

A potentially rewarding asset class

By Nathan Wang & Wenting Shen

March 2023 / INVESTMENT INSIGHTS

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

March 2023 / ASSET ALLOCATION STRATEGY

Including ESG Preferences in Asset Allocation

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

March 2023 / VIDEO

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

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

Near-term tailwinds could favor international markets

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

Monthly Report

August 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: August Viewpoints

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From Europe

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: June Viewpoints

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2023 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: May Viewpoints

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA