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Investing for Security in Unstable Times: Energy and Supply Chains

Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.

James MacGregor, Cem Inal, Luke Pryor | February 14, 2025
A silhouette of a woman against an orange sky sitting on the ground in a yoga pose, leaning to her right.
Why It May Be Time to Lean Into Securitized Assets

Are bond investors overlooking an attractive opportunity?

Monika Carlson | February 12, 2025
Tokens, Power, Non-Jobs and Debasement: The case for strategic allocation to tokens
Tokens, Power, Non-Jobs and Debasement: The case for strategic allocation to tokens

This essay considers the role of tokens and crypto assets as investments.

Inigo Fraser-Jenkins, Alla Harmsworth | February 08, 2025
An undulating wooden bench with colored slats reflects the midday light.
Bringing the Private-Asset Dimension to Target-Date Glide Paths

Integrating private assets may enhance target-date glide paths, but know your exposures.

David Hutchins, Christopher Nikolich, Elena Wang | February 07, 2025
An iron chain is suspended between two cargo vessels, blocking access.
An Early Look at the Implications of Tariffs and a Trade War

After the trade war’s opening salvoes, tensions seem set to last for some time.

Eric Winograd | February 04, 2025
The curved walls of an ancient mud fortress stand on a sloped brick hill against a blue sky punctuated by wisps of cloud.
Why Bother with Defensive Equities During the New Trump Era?

Following a defensive equity playbook can help investors prepare for market volatility in a year of heightened uncertainty.

Kent Hargis | February 03, 2025
Tiger surveying the horizon
In the Hunt for Income, It’s Wise to Broaden Your Horizons

The evolving high-yield markets make the case for a global, multi-sector approach to generating income.

Gershon Distenfeld, Fahd Malik, Monika Carlson | February 03, 2025
 A row of purple flowers stands elegantly in the foreground of a vast lake and mountain landscape.
Finding Growth in US Stocks Beyond the Technology Sector

Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.

John Fogarty, Adam Yee | January 30, 2025
China Seeks Wiggle Room for Growth in Year of the Snake

China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.

Eric Liu | January 28, 2025
Five blocks with a star in the middle of each are lined up against a window, each casting a shadow forward.
Five Questions to Ask About Quality in Equity Portfolios

Quality has become a popular buzzword in equity investing. But what does it really mean?

Nelson Yu, Walt Czaicki | January 27, 2025
Notes From the Road: Investor Views at the Start of ‘25
Notes From the Road: Investor Views at the Start of ‘25

We started the year having discussions with a large number of chief investment officers (CIOs) and allocators. In this short note, we reflect on the key common messages that came out of those discussions, points of consensus and important open questions for the outlook. We reflect on how those perspectives overlap with our view that a change in macro regime is the most likely description of the outlook. There was strong agreement among investors on a positive view for risk assets and an overweight position in the US. The area of most agreement in terms of where to increase allocations was private assets, especially private debt. We discuss the key issues that investors have raised across equities, fixed income and alternative assets, and also their views on crypto.

Inigo Fraser-Jenkins, Alla Harmsworth | January 27, 2025
An Atlantic sailfish attacks a school of sardines in an attempt to strike one with its serrated bill, off the coast of Isla Mujeres, Mexico.
How to Invest in Emerging Market Equities as New US Policies Bite

Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.

Sammy Suzuki | January 23, 2025