Adam Berger

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

Showing of Insights Posts

Geopolitical Volatility Strategic allocation DB Public Program Multi-Asset qualifier Multi-asset Macro and market Top of Mind Article

A guide to investing in the age of anxiety

There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.

Adam Berger, CFA

event

15 min

Article

2025-12-01

Nature background of dreamy, fairy tale and beautiful jungle forest pedestrian footpath alley way place for walking in tunnel of old oak green trees light up with sun rays trough grass at sunset on spring day

Hedge funds Macro and market Strategic allocation Alternatives Hedge Funds Program Manager selection Whitepaper iStrat

“Goldilocks” and the three drivers of hedge fund outperformance

Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.

Alex King, CFA

Adam Berger, CFA

event

15 min

Whitepaper

2026-11-30

Elections Interest rates Strategic allocation DB Public Program Content CoE Program Global Program Top of Mind USA Fixed income iStrat Article

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.

Adam Berger, CFA

Michael Medeiros, CFA

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9 min

Article

2025-06-30

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

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.

Adam Berger, CFA

Brian Barbetta

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7 min

Article

2025-07-31

Hedge funds Outlook Strategic allocation Market disruptions Tactical allocation Multi-asset Long-short Macro hedge funds Multi-strat hedge funds Article

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.

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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4 min

Article

2025-06-30

Outlook Alternatives Hedge funds Private debt Volatility Economic cycle Private equity Article

Alternative Investment Outlook

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

Multiple authors

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Article

2025-06-30

Credit Interest rates Asset allocation Fixed income Strategic allocation Top of Mind Article

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.

Adam Berger, CFA

Connor Fitzgerald, CFA

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7 min

Article

2025-05-30

Asset allocation Value vs growth Macro and market iStrat Small cap Equity Strategic allocation Top of Mind iStrat program Article

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.

Adam Berger, CFA

Nataliya Kofman

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7 min

Article

2025-05-31

Asset allocation Macro and market Small cap iStrat program Top of Mind Strategic allocation Equity iStrat Article

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.

Adam Berger, CFA

Peter Carpi

event

8 min

Article

2024-12-31

Asset allocation Risk management Multi-asset Equity Fixed income Currency Strategic allocation iStrat program Article

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.

Multiple authors

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Article

2026-02-28

Asset allocation Macro and market Multi-asset iStrat Equity Fixed income Strategic allocation Top of Mind iStrat program Article Public pension (DB)

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.

Adam Berger, CFA

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Article

2025-01-31

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

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.

Adam Berger, CFA

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Article

2024-12-31

Outlook Alternatives Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Alternatives investing Article

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.

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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Article

2024-12-31

Alternatives iStrat Tactical allocation Article Alternatives investing Outlook Hedge funds Multi-Asset solutions

Focus on what you can control: Five alternative investment ideas for an uncertain world

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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Article

2024-06-30

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