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Elections Interest rates Strategic allocation DB Public Program Content CoE Program Global Program Top of Mind USA Fixed income iStrat Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Does the US election even matter? Thoughts on politics, Fed policy, and portfolios

What's next for interest rates and what impact will the US election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros share their outlook and discuss the asset allocation implications.

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By

Adam Berger, CFA

Michael Medeiros, CFA

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9 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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Equity Innovation Strategic allocation DB Public Program Public pension (DB) iStrat Global Innovation Information technology Artificial intelligence (AI) Macro and market Top of Mind Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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By

Adam Berger, CFA

Brian Barbetta

event
7 min
Article
2025-07-31
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