Market Matters: July 31, 2025
Global equities advanced as lingering uncertainty over US trade policy eased.
Real Assets
Review of Market Performance: Fiscal Year 2025
US tariffs added to market volatility in the fiscal year ended June 30, 2025. Nevertheless, most risk assets ended the year higher, supported by strong earnings ahead of tariff uncertainty and the prospect of continued central bank policy easing to support growth.
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.
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.
Are California Carbon Allowances an Attractive Investment?
Yes, California Carbon Allowances are an attractive investment opportunity, though they come with political tail risk.
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.
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.