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Article | July 01, 2025
The 800-Volt Gorilla Inside AI Data Centers
Article | June 23, 2025
Middle East Conflict: From Diplomacy to Disruption
Disruptive Forces in Investing | June 05, 2025
Stop Guessing Tomorrow: Insights on Long/Short Strategies
CIO Weekly Perspectives | June 02, 2025
The Consumer Hangs In
Article | June 02, 2025
Will Smart Glasses Replace Smart Phones?
CIO Weekly Perspectives | May 05, 2025
The End of American Exceptionalism?
Article | April 30, 2025
Surging Tariffs Are Flipping the Chip Script
Equity Market Outlook​ | April 09, 2025
Equity Market Outlook 2Q 2025
CIO Weekly Perspectives | April 07, 2025
Trade War, or Will Cooler Heads Prevail?
Article | April 02, 2025
Making America’s Chip Fabs Great Again
Disruptive Forces in Investing | April 02, 2025
It’s April: Time to Talk Taxes
Disruptive Forces in Investing | March 18, 2025
Could Value Stocks Make a Comeback?
Article | March 11, 2025
Rebalancing Act: Rethinking Growth Versus Value
Disruptive Forces in Investing | March 05, 2025
NVIDIA, DeepSeek and the Evolution of AI
Article | March 03, 2025
Forget the Magnificent 7: Meet China’s Terrific 10
Article | February 27, 2025
Hidden Value: Tax-Loss Harvesting in Up Markets
White Paper | February 11, 2025
Japanese Equities in 2025: Goldilocks Would Approve
CIO Weekly Perspectives | February 10, 2025
The Tariff Man Cometh…and Go-eth?
Article | February 05, 2025
The Golden Age of Customized AI Chips
Article | January 27, 2025
Seeking Perspective On DeepSeek
Article | January 21, 2025
Brightening Capex: A Value Tailwind?
Article | January 08, 2025
The Potential Power Of AI Agents
Equity Market Outlook​ | January 08, 2025
Equity Market Outlook 1Q 2025
NB Blog | December 03, 2024
Trump 2.0 and the Semiconductor Supply Chain
NB Blog | November 20, 2024
Small Caps: What You Don't Know But Should
CIO Weekly Perspectives | November 18, 2024
Back to Business
White Paper | November 11, 2024
Small Caps: To Index or Not to Index
NB Blog | November 05, 2024
Small Caps Are Poised to Shine—Here’s Why
White Paper | October 30, 2024
Small Caps: The Next Cycle Is Upon Us
NB Blog | October 15, 2024
Japan's New Prime Minister Should Provide Continuity
Article | October 10, 2024
The 2024 Election: Navigating Potential Financial Sector Shifts
Equity Market Outlook​ | October 04, 2024
Equity Market Outlook 4Q 2024
CIO Weekly Perspectives | September 22, 2024
The Fed “Recalibrates” to Buy Some Insurance
Article | September 17, 2024
Technology Runs Through Asia
Disruptive Forces in Investing | September 11, 2024
Amid the Volatility: What Are Investors’ Best Options?
Article | September 10, 2024
The U.S. Election and Energy: More Than Meets the Eye
CIO Weekly Perspectives | September 01, 2024
Why Japan Bounced Back
Disruptive Forces in Investing | August 21, 2024
Let the [Micro] Chips Fall Where They May
CIO Weekly Perspectives | August 16, 2024
It’s Hard to Relax
Disruptive Forces in Investing | August 07, 2024
Elections, Equities and the Economy
Asset Allocation Committee Outlook​​ | July 16, 2024
Policy and Politics
CIO Weekly Perspectives | July 15, 2024
High-Vol Politics, Low-Vol Markets
Equity Market Outlook​ | July 10, 2024
Equity Market Outlook 3Q 2024
CIO Weekly Perspectives | June 09, 2024
The Importance of Active Ownership
Disruptive Forces in Investing | May 21, 2024
The Wonders of Japan’s Economy
White Paper | May 17, 2024
The Equity Breakdown: Parsing the Key Debate in Five Sectors
White Paper | April 26, 2024
The Pitfalls of Investing In Factor Indices
Disruptive Forces in Investing | April 23, 2024
What’s Up in the Air?
Asset Allocation Committee Outlook​​ | April 17, 2024
Breadth and Balance
Equity Market Outlook​ | April 10, 2024
Extreme Distortions Everywhere: A Moment for Active Management
Article | April 08, 2024
Breadth and Balance
CIO Weekly Perspectives | April 07, 2024
Broaden Your Investment Horizons
Article | April 04, 2024
Japan Enters a New Era
CIO Weekly Perspectives | February 26, 2024
Earnings Remain Key in a Confusing Macro Picture
Article | February 12, 2024
The Importance of Monitoring Credit Spreads In Positioning Equity Portfolios
CIO Weekly Perspectives | January 29, 2024
The Year Ahead for the Major Industry Sectors, Part 2
CIO Weekly Perspectives | January 22, 2024
The Year Ahead for the Major Industry Sectors, Part 1
Asset Allocation Committee Outlook​​ | January 11, 2024
Flows and Fundamentals
Equity Market Outlook​ | January 04, 2024
Making Sense of Mixed Signals
CIO Weekly Perspectives | December 11, 2023
Investors Cannot Ignore the Debt-Sustainability Question
White Paper | November 09, 2023
The Limitations of Passive Investing to Achieve a Net-Zero Outcome
CIO Weekly Perspectives | November 05, 2023
Is Too Much Riding on the Tech Titans?
Disruptive Forces in Investing | October 17, 2023
A Force to Be Reckoned With
Asset Allocation Committee Outlook​​ | October 11, 2023
Higher for Longer, Longer the Stronger
White Paper | October 05, 2023
Japan: Unlocking Hidden Value Through Engagement
Disruptive Forces in Investing | October 03, 2023
From Hype to Reality: The Impact of Generative AI
Equity Market Outlook​ | October 03, 2023
A Change of Season
White Paper | September 27, 2023
A New Energy Investment Paradigm
CIO Weekly Perspectives | September 17, 2023
Political Gridlock but Fiscal Largesse
White Paper | September 15, 2023
The Active Foundations of Sustainable Investing
CIO Weekly Perspectives | August 28, 2023
Strike (Big) 3?
CIO Weekly Perspectives | August 20, 2023
Late-Summer Debates
Disruptive Forces in Investing | July 25, 2023
The Implications Behind Indexation
Article | July 24, 2023
Ten for 2023—Midyear Update
Asset Allocation Committee Outlook​​ | July 17, 2023
Engine Running, Shifting to Neutral
CIO Weekly Perspectives | July 16, 2023
Taking Stock
White Paper | July 05, 2023
Climate Innovation and the New Capex Cycle
Equity Market Outlook​ | June 30, 2023
Economic and Market Review: Long-Term Optimism Amid Short-Term Headwinds
White Paper | June 28, 2023
The Fine Print of Indexation
CIO Weekly Perspectives | June 18, 2023
Don’t Give Up on China
Article | June 07, 2023
GP-Led Secondaries: Private Equity’s Most Underserved Market?
CIO Weekly Perspectives | May 21, 2023
Is the Consumer Cracking?
Disruptive Forces in Investing | May 16, 2023
The Many Facets of Japanese Investing
CIO Weekly Perspectives | May 14, 2023
A Tale of Two Indices
Disruptive Forces in Investing | April 25, 2023
The True Meaning of Sustainable Investing
CIO Weekly Perspectives | April 23, 2023
Proxy Voting: Engagement Matters
CIO Weekly Perspectives | April 02, 2023
As Credit Goes, So Goes the Economy
Disruptive Forces in Investing | March 21, 2023
The Deal or No Deal of Event-Driven Investing
CIO Weekly Perspectives | March 19, 2023
The More Things Change, Part II
Article | March 13, 2023
Silicon Valley Bank: Market Reaction and Implications
CIO Weekly Perspectives | March 12, 2023
At the Crossroads, Seeking Direction
CIO Weekly Perspectives | March 05, 2023
ESG: Making Sense of the Mudslinging
CIO Weekly Perspectives | February 26, 2023
Commodities: From Destocking to Restocking
CIO Weekly Perspectives | February 19, 2023
Politics, Deficits and the Debt Limit
Article | February 15, 2023
Equity Opportunities After Easy Money
Article | February 13, 2023
Japanese Small Caps May Hop in the Year of the Rabbit
Article | January 25, 2023
The Investors Have Left the Building
CIO Weekly Perspectives | January 22, 2023
A Delayed Reckoning
CIO Weekly Perspectives | January 01, 2023
Outlook 2023
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Five for 2025
Our senior investment leaders discuss their market and investment themes for the year.