Section
Multi-asset
63 posts
Quant’s New Frontier
by Jina Yoon, Chief Alternative Investment Strategist, LPL Research Additional content provided by Michael McClain, AVP, Research. Famed…
Designing Multi-Asset Income: It’s Complementary
by Richard Cao, CFA, Portfolio Manager—Multi-Asset Solutions, & Christopher Mason, CFA, Product Manager—AB Multi-Asset Solutions, AllianceBernstein Multi-asset income…
Election year suggests a more subdued ‘24
by Russ Koesterich, JD, CFA, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why equity performance in…
Neuberger Berman: Flows and Fundamentals
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset & Niall O’Sullivan, Chief Investment Officer—Multi-Asset Strategies, EMEA, Neuberger…
Quick Thoughts: Five surprises for 2024
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute As we near the end…
Long the Strong
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman The prolonged adjustment to higher…
Where to add risk in multi-asset portfolios right now
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Management, Miles Sampson, CFA, Lead Asset Class Analyst, Spencer…
The Sprint to Year End
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman As…
Working the Margins
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman While this is no time…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
Picton Mahoney Q3 2023 Investment Review & Outlook: The Fork in the Road
by David Picton and Team, Picton Mahoney Asset Management Overview As the third quarter begins, the economy and…
Resolving the Puzzle
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies…
What ‘Data-Dependent’ Feels Like
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman As central banks become more…
Fed pause won’t save the day
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Solutions, Franklin Templeton Solutions, & Miles Sampson, CFA, Senior…
2023 active management outlook: Why we believe active is attractive
by Conner Jensen, Nathan Schwartz, Russell Investments Executive summary: We believe fixed income markets present fundamental advantages that…
