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Tom Simon Profile
Tom Simon, CFA, FRM
Portfolio Manager
Boston

Insights By Tom Simon

Showing of Insights Posts
Mid Year Outlook Designs 4_sd_v2
Multi-asset Outlook iStrat Brand Content CoE Program Global Program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

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Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300495341
Small cap Factors Asset allocation Fundamental Factor qualifer Strategic allocation Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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Multiple authors

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18 min
Whitepaper
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
668800361
Outlook Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Multiple authors

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Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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