Multi-Asset Solutions

A cohesive, global view of macro-economics allows our local teams to implement and execute portfolios that are tailored to meet our clients’ specific needs.

Multi-manager

We believe in combining multiple managers – internal and external – with complementary risk and return profiles to help achieve our objectives.

Active and passive

We recognize the merits of passive investing in certain asset classes and utilize it in building portfolios alongside active strategies.

Adaptable

We have flexibility at the broad asset class level to tactically adjust our exposures.

Jon Adams
Portfolio Manager
Mike Dowdall
Portfolio Manager
Irina Pacheco
Senior Analyst and Portfolio Manager

Multi-Asset Insights

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September 2020

The Fed’s new framework and its evolving reaction function

For investors, the implications are likely to be a more durable long-run “risk on” environment, a flatter yield curve and a depreciating dollar.

September 2020

Turning up the heat on a boiling pot

The passing of Supreme Court Justice Ruth Bader Ginsburg has created a vacancy in the U.S. Supreme Court with only weeks until the November election.

August 2020

Biden goes the predictable route

After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election.

July 2020

The U.S.-China relationship in a changing global economy

An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years.

July 2020

COVID-19 isn’t going away

We think the most detrimental economic effects of the virus are unlikely to return, though the human cost may become more painful yet in the U.S.

July 2020

The hidden value in corporate bonds

Since late March, US investment grade corporate bonds have recovered approximately 80% of their Covid-driven spread widening.

June 2020

Thematic investing and the Post-COVID world

In the third in our series of virtual mini-forums, we discussed thematic investing post-COVID in one session and the outlook for oil in another.

June 2020

Blink and you missed it

An investor finally opening up their account statement on June 8 would be forgiven for assuming it has been a quiet year in the markets.

May 2020

U.S. policy: Pandemic puts the heat on China while tech regulation simmers

We focus on four areas of U.S. policy crucial to our near-term economic outlook: fiscal stimulus, U.S.-China relations, regulation of technology companies and the 2020 U.S. elections.

May 2020

Analyzing the opportunities for active management

While the longer-term effects of the virus are uncertain, we expect economic weakness and market volatility to continue presenting opportunities for active management.

April 2020

Virus starts with v but ends with u-shaped

We have seen second-quarter annualized GDP estimates ranging from -5% to -30%, but the unprecedented combination of a pandemic and the modern global economy makes this very difficult to call.

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