Latest Insights
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It’s time to change the way we look at diversification: 2024 asset allocation outlook
- Our Blog
Joshua Kutin, Head of Asset Allocation, North America
Correlation between stocks and bonds remains elevated, creating challenges for multi-asset investors.
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2024 CEO outlook: Rates, risks and the fight for market share
- Our Blog
William F. "Ted" Truscott, Chief Executive Officer
Inflation has come down and the economy has been more resilient than many predicted at the beginning of 2023. Our CEO shares his thoughts on what’s in store for markets and asset managers in 2024.
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2024 investment outlooks
- Our Blog
The economy remains surprisingly resilient, even as interest rates are being kept higher for longer. What does this mean for investors? Here's how our investment professionals are thinking about the year ahead.
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Balancing uncertainty and optimism: 2024 Chief Investment Officer Outlook
- Our Blog
Here’s what uncertainty around interest rates being higher for longer could mean for investments and the markets in 2024.
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With risks elevated, focus on stock selection: 2024 equity outlook
- Our Blog
Melda Mergen, CFA, CAIA, Global Head of Equities
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to focus on company fundamentals.
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