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Latest Thinking
Article | October 2025
Yield Convergence Reshapes Portfolio Strategy
- Yield differentials across asset classes have narrowed to historic lows, reshaping portfolio risk and opportunity. In this context, diversifying allocations and locking in higher fixed income yields offers a more compelling risk-reward for multi-asset investors.
CIO Weekly Perspectives | October 2025
Capturing the European Risk Premia Dislocation
- When the facts change, we change our minds. The ‘liberation day’ sell-off increased the value proposition of non-U.S. markets, particularly in Europe and Asia. This is no longer the case.
Disruptive Forces in Investing | September 2025
The $100 Trillion Inheritance
- (25:48) Stephanie Luedke explores how shifting generational priorities amid the transfer of $124 trillion of familial wealth are reshaping how families and professional investors approach wealth management today.