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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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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

event
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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