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USA Elections Tactical allocation Wealth Program iStrat Multi-Asset qualifier Geopolitical Wellington on Washington and the World Equity Fixed income Multi-asset Article
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Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

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6 min
Article
2025-09-30
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Asset allocation Manager selection Climate Sustainable investing iStrat program Strategic allocation Active management Equity Fixed income Multi-asset Alternatives Multi-Asset qualifier Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Picking the right building blocks for a climate-aware portfolio

For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.

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Multiple authors

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3 min
Article
2025-04-30
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Mid Year Outlook Designs
Asset allocation Monetary policy Economic cycle iStrat program Tactical allocation Inflation Multi-asset Equity Fixed income Commodities Multi-Asset qualifier Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

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Multiple authors

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Article
2026-01-31
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