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  • 2025 Q3 Multi-Asset Outlook
    John Hall, Manoj Rengarajan, Sameer Ahmed | June 27, 2025

    The Trump administration is reshaping the global landscape with bold policy moves that have stirred markets and exposed key vulnerabilities in the global economy.

  • 2025 Q2 Capital Market Assumptions
    Lorne Johnson, Marco Aiolfi, John Hall | June 13, 2025

    Trade and tariff policy has emerged as the most disruptive factor for the economic outlook.

  • Rethinking Diversification: Learnings from a Total Portfolio Approach
     | June 10, 2025

    With the economic and investment landscape evolving rapidly, some institutional asset owners are championing a new model for ensuring that asset allocations continue to remain aligned with their investment objectives.  

  • Trump Term Two Market Deja Vu
     | November 21, 2024

    Financial markets are buzzing with anticipation as the US prepares for President-elect Donald Trump's second term.

  • Europe's Balancing Act: Opportunities Amid Structural Challenges
     | May 14, 2025

    How are Europe's structural hurdles and strategic opportunities shaping markets?

  • 2025 Outlook
     | May 13, 2025

    Financial markets soared in 2024 with stocks hitting multiple record highs. As we enter 2025, will we see a continuation of this trend?

  • Expecting the Unexpected With Real Assets
     | May 07, 2025

    We explore the performance of real assets in inflationary environments, with a focus on performance during periods of high expected and unexpected inflation.

  • The Buzz From Washington - May 2025
     | May 07, 2025

    We highlight some significant retirement-related legislative and regulatory activities that could have an impact on workers, plan sponsors and their providers.