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Factor-based Perspectives

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Active management Macro and market Macro Thematic solutions Factor solutions Multi-Asset solutions Equity Multi-asset Article iStrat
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Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

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By

Natasha Brook-Walters

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8 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Multi-asset Asset allocation iStrat Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure iStrat program Brand Article
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Navigating a volatile reality: three ideas for 2024 and beyond

2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024? 

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By

Natasha Brook-Walters

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Article
2025-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Multi-asset iStrat Emerging Market Development Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure Article
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Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

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Article
2024-12-31
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Volatility iStrat Risk management Quick Take Factors Factor solutions Bank liquidity
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Lessons from 2008: Stress testing portfolios in today’s market

While very different from 2008, the current market environment makes a strong case for portfolio stress testing. Gregg Thomas, Co-Head of Investment Strategy, offers suggestions for improving the process, including assessing factor positioning and reducing recency bias.

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By

Gregg Thomas, CFA

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Quick Take
2024-04-30
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Hedge funds Interest rates Fixed income Manager selection Factors Alternatives Alternatives investing No Optimizely Article Factor solutions iStrat
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In a new era for interest rates, can hedge funds fill the role of fixed income?

Hedge funds could be valuable building blocks for a fixed income substitute portfolio, but how should the portfolio be constructed? Members of our Fundamental Factor Team share their views.

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Article
2023-11-30
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