Insights
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Other insights
Private Markets
November 23, 2020
Private Alternatives Outlook 2021: The New Normal?
Unprecedented. Extraordinary. Uncertain.
Emerging Markets
April 30, 2020
Life vs Livelihood: Hobson’s Choice for Emerging Markets
The entire world is fighting the same invisible COVID-19 virus enemy. However, developed markets and emerging markets face different sets of challenges, constraints and social norms.
Emerging Markets
June 26, 2019
Asia Deserves Some Credit
This $50 trillion asset class has the potential to provide significant benefits for those seeking exposure to the geographical engine of world growth, including reduced correlation to traditional equity and credit markets, and higher potential returns.
Emerging Markets
January 1, 2019
2019 Asia Market Outlook
We believe we have reached a turning point in Fed policy which will likely prove supportive of Asia-Pacific currency, equity, and select credit markets.
Global Asset Allocation 2021 Outlook