Navigating the AI Revolution: Unlocking Productivity with AI Investment
As the second piece in a three-part series, we examine how AI may support productivity growth and how capital is being deployed to realize its potential.
Equities
Navigating the AI Revolution: AI’s Far Reach in Shaping Asset Allocation Opportunities
In this piece, we explore AI’s transformative potential for asset allocation opportunities and risks, as well as key implementation considerations and challenges.
After a Blistering First Half of the Year, Can Non-US Equities Continue to Outperform US Peers?
Yes, we believe a combination of attractive valuations, a shifting macro and policy environment, and stretched US profitability will allow non-US equities to continue outperforming.
Market Matters: June 30, 2025
Global equities surged, closing the quarter at all-time highs.
Market Response to US-Iran Escalation Limited So Far
Given the fluidity of the situation in the Middle East and the uncertainty surrounding how events may unfold, we believe most investors should not make changes to portfolios in response to this event.
Market Matters: May 31, 2025
Global equities rallied as trade negotiations between the United States and China progressed.
US Manager Universe Statistics: First Quarter 2025
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
Market Matters: April 30, 2025
Global financial market volatility surged in April as investors priced in the potential impacts of so-called reciprocal tariffs revealed by the United States, which significantly raised import levies on virtually all trading partners.
EM Equity Performance Reflects Initial Tariff Risks
Overall, we think investors should hold EM allocations in line with policy targets. But periods of volatility and equity market dislocations often present opportunities for investors to add value through tactical portfolio tilts.
Asia Insights: Managing Risk Through Diversification
Asian and global market volatility surged in early 2025 as US tariffs triggered global growth fears. Given the export-oriented nature of most Asian economies and their sensitivity to global growth and demand, the region may bear the brunt of US tariffs. As such, Asia market volatility is likely to persist in the near term, particularly since US trade policy can shift abruptly.