Adam Berger Profile
Adam Berger, CFA
Head of Multi-Asset Strategy
Boston
Adam helps lead our team of investment strategists globally. This team’s objective is to help our clients seek better investment outcomes by providing them with portfolio analysis, research, and tailored advice. Adam also invests as the portfolio manager for bespoke multi-manager investment solutions. As a strategist, he develops research on capital market and multi-asset themes, advises clients and prospects on a range of investment policy issues, and implements investment solutions for clients.

Insights By Adam Berger

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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

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9 min
Article
2025-06-30
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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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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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Adam Berger, CFA

Brian Barbetta

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7 min
Article
2025-07-31
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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Multiple authors

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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.
Mid Year Outlook Designs 4_sd_v2
Hedge funds Outlook Strategic allocation Market disruptions Tactical allocation Multi-asset Long-short Macro hedge funds Multi-strat hedge funds Article
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Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

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Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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4 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.
Mid Year Outlook Designs 4_sd_v2
Outlook Alternatives Hedge funds Private debt Volatility Economic cycle Private equity Article
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Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

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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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Credit Interest rates Asset allocation Fixed income Strategic allocation 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.

Structuring core fixed income: A constructive view on market and macro conditions

Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.

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Adam Berger, CFA

Connor Fitzgerald, CFA

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7 min
Article
2025-05-30
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Asset allocation Value vs growth Macro and market iStrat Small cap Equity Strategic allocation Top of Mind iStrat program Article
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What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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By

Adam Berger, CFA

Nataliya Kofman

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7 min
Article
2025-05-31
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Asset allocation Macro and market Small cap iStrat program Top of Mind Strategic allocation Equity iStrat Article
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Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Our experts discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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By

Adam Berger, CFA

Peter Carpi

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8 min
Article
2024-12-31
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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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Asset allocation Risk management Multi-asset Equity Fixed income Currency Strategic allocation iStrat program Article
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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

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Article
2026-02-28
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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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Asset allocation Macro and market Multi-asset iStrat Equity Fixed income Strategic allocation Top of Mind iStrat program Article Public pension (DB)
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Top of Mind: The allocator’s checklist for 2024 and beyond

Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on areas where capital is scarce, alternatives may be attractive, and risks may bear watching.

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Adam Berger, CFA

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Article
2025-01-31
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Asset allocation Macro and market Multi-asset iStrat Equity Fixed income Strategic allocation Risk management Top of Mind iStrat program Article
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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

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Article
2024-12-31
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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 Alternatives Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Alternatives investing Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Embracing uncertainty: Three alternatives ideas for a macro-driven world

Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.

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By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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Article
2024-12-31
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