Section
Multi-asset
77 posts
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
KKR's McVey: Muddle Through, Not Meltdown — But Don't Get Comfortable
Henry McVey and KKR's Global Macro team have updated their U.S. forecasts in response to the Iran conflict, Strait of Hormuz disruption, and compounding macro crosscurrents. The base case is not catastrophe — but the distribution of outcomes has widened, traditional diversification is breaking down, and markets may be materially underpricing the risks ahead.
Global Balanced portfolio manager recognized by Barron’s
by Capital Group Hilda Applbaum, a founding member of the portfolio management team behind Capital Group Global Balanced…
Which Defensive Investment Strategies Actually Work?
The evidence on which portfolio protection strategies actually hold up — and which are myths dressed in modern market experience
BMO GAM 2026 Outlook: Five Themes, Many Threads
BMO Global Asset Management (BMO GAM)’s January 2026 Market Outlook1, delivered by Chief Investment Officer Sadiq Adatia, opens…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Multi-Asset 2026 Outlook: Navigating Key Controversies
by Daniel Loewy, CFA, Caglasu Altunkopru, Aditya Monappa, CFA, AllianceBernstein Active multi-asset strategies should embrace slower growth, monetary…
Ideas Are Everywhere — If You’re Paying Attention
by Thomas Shipp, Head of Equity Research, LPL Research Take a Step Back and Look Around Investing in…
Rethinking Risk and Closing the Gap: What Really Trips Investors Up
When it comes to investing, there are two stories we’ve all been told. The first: you have to stay invested at all times or risk “missing the best days.” The second: investors are their own worst enemies, constantly sabotaging their returns.
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
First Principles in the Face of Uncertainty
by Jeff Blazek, CFA, Co-CIO, Multi-Asset Strategies, and Erik L. Knutzen, CFA, CAIA, Co-CIO, Multi-Asset Strategies, Neuberger Berman…
Denise Chisholm: Extreme Moves, Rare Signals & What's Next?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Markets are built on uncertainty, but some weeks…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
There’s an old saying in investing: past performance is no guarantee of future results. It’s a phrase so…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…