Asset allocation outlook: Our 2025 asset allocation playbook

• Video

Jan 30, 2025

Joshua Kutin, Head of Asset Allocation, North America

Negative correlations are back, broadening the potential for risk-adjusted returns in multi-asset portfolios.

Equity investing heading into a second Trump administration

• Article

Jan 29, 2025

Melda Mergen, CFA, CAIA, Global Head of Equities

Tiffany Wade, Senior Portfolio Manager

Michael Guttag, Portfolio Manager

Positioning for possible volatility and policy shifts.

California wildfires: Assessing the impact on municipal bonds

• Article

Jan 23, 2025

Matthew (Matt) G. Stephan, Head of Municipal Bond Credit Research

Nicole R. Vance, Municipal Fixed-Income Client Portfolio Manager

How could the devastating California wildfires reshape the state’s municipal bond market?