Solving for 2024

10 Key Themes to Navigate the Markets

Each year, our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.

Latest Insights

CIO Weekly Perspectives

To get through the current environment, we think it is important not to chase the markets, but to let them come to you.

Video

(1:41) Our 2024 Capital Market Assumptions, provide investors with a market-neutral, beta-focused view of expected market returns and risk.

Our Firm

In this anniversary edition of the Annual Report, we explore our rich heritage and ongoing pursuit of innovation.

Asset Allocation Committee Outlook

The first-quarter inflation bump is behind us, but we believe the risks of monetary policy errors and electoral surprises have risen.

Focus Strategy

Now, more than ever, we live in a technologically connected world.With the growth in 5G technology we can expect much more.

FIXED INCOME INVESTMENT OUTLOOK

Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.