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Risk management

Showing 10 of 19 Insights Posts
1271246974
Risk management Regulatory Asset allocation FRM Program Insurance Insurance Quick Takes Private credit Multi-Asset solutions Multi-asset Balance sheet Americas Multi-Asset qualifier Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Positioning portfolios for what’s next in private credit

In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event March 2025
8 min
Video
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Liquid alternatives & hedge funds Macro and market Multi-asset DB Public Program iStrat Strategic allocation Risk management 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 allocator’s checklist for 2025 and beyond

Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.

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By

Adam Berger, CFA

event January 2025
15 min
Article
2026-01-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
957984226
Asset allocation Risk management Multi-asset Currency Strategic allocation iStrat program Article iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact

Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact. 

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Multiple authors

event February 2024
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
95454-topofmind-artworkfinal2
Macro and market Multi-asset iStrat Equity Fixed income Risk management Top of Mind iStrat program Article Tactical allocation
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Learning to love (or live with) a late-cycle environment

Are we actually in a late-cycle environment and, if so, how should allocators respond? Head of Multi-Asset Strategy Adam Berger offers guidance, including on portfolio positioning, big cycle bets, and security selection.

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By

Adam Berger, CFA

event December 2023
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
636900125
Asset allocation Multi-asset Risk management iStrat Strategic allocation iStrat program Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs

Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.

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By

Jacqueline Yang, CFA

Nick Samouilhan, PhD, CFA, FRM

event December 2023
Whitepaper
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
528018534
Multi-asset Volatility iStrat Risk management Tactical allocation Asset allocation Article Economic cycle Insurance Asset Allocation Outlook Balance sheet Insurance
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Core fixed income: Stop me if you’ve heard this one before

Head of Multi-Asset Strategy – Insurance and Portfolio Manager Tim Antonelli updates insurers on the status of the market today, shares what he believes they can expect for the rest of the year, and identifies areas that may be worth a closer look.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event July 2023
Article
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
521333620
Fixed income Portfolio construction Monetary policy Credit Government bonds Europe Active management Volatility Risk management Article
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4 reasons why European investors may benefit from going global

Bonds are looking increasingly attractive, but a new, more volatile, normal means investors with a home bias may wish to revisit portfolios. An inconsistent policy landscape and lower hedging costs are just some of the reasons why European investors in particular may benefit from going global.

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By

Marco Giordano

Jitu Naidu

event May 2023
Article
2024-05-12
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
961043500
Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Liquid alternatives & hedge funds
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The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

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By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event May 2023
Whitepaper
2024-05-04
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
India EM equity Volatility Total return Risk management Equity Quick Take
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India equity's improving risk/return tradeoff

This is not your grandfather's India equity market. Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks explain why and back their argument with risk/return data.  

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By

Niraj Bhagwat

Philip Brooks, CFA

event May 2023
Quick Take
2024-05-03
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Bank liquidity Credit Risk management Fixed income program Real estate Fixed income Quick Take
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Commercial real estate: Seeking shelter from the storm 

Finding potential opportunities in commercial mortgage-backed securities these days is all about knowing where to look, says Fixed Income Credit Analyst Carolyn Natale.

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By

Carolyn Natale, CFA

event April 2023
Quick Take
2024-04-12
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