Insights

Our latest thinking on capital markets, investment strategy and long-term planning.

Fixed Income

Energy Resilience Meets AI

By Chris Diaz Lisa Fillingame Abraham Ryan Myerberg Colby Stilson
CIO Perspectives Podcast, Asset Allocation

Midyear Market Outlook: AI, Inflation and Where Investors See Opportunity

By Sidney Ahl Christopher Hancock Sargent McGowan
Thinking Aloud Podcast, Fixed Income

Episode 4: Preparation, Parenthood and Portfolios – featuring Amy Hauter, CFA

By Daniela Lampru Amy Hauter

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Asset Allocation, Equities

A Case for Staying Invested: The Voting Machine

Paul Chew, CFA

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CIO Perspectives Podcast, Asset Allocation

Iran Headlines vs. Strong Earnings, AI Acceleration and Cheap Quality Stocks

Sidney Ahl, CFA; Paul Chew, CFA

Asset Allocation

2026 Asset Allocation Perspectives and Market Outlook

Sidney Ahl, CFA; Taylor Graff, CFA; Christopher Hancock, CFA; Paul Chew, CFA; Erika Pagel; Campbell Donley, CFA; Sargent McGowan, CFA

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Equities

Rethinking Benchmarks: What Are You Really Investing In?

Paul Chew, CFA

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CIO Perspectives Podcast, Asset Allocation

Bubble or a New Cycle? Surging Small Caps, Red Hot Venture Markets and the Evolving Winners of AI

Sidney Ahl, CFA; Erika Pagel; Paul Chew, CFA

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CIO Perspectives Podcast, Asset Allocation

Positioning for Uncertainty

Sidney Ahl, CFA; Paul Chew, CFA; Christopher Hancock, CFA

Asset Allocation

2025 Asset Allocation Perspectives / Outlook

Sidney Ahl, CFA; Paul Chew, CFA; Campbell Donley, CFA; Taylor Graff, CFA; Christopher Hancock, CFA; Erika Pagel; JR Rodrigo, CFA

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Asset Allocation

2024 Asset Allocation Perspectives / Outlook

Sidney Ahl, CFA; Paul Chew, CFA; Taylor Graff, CFA; Christopher Hancock, CFA; Erika Pagel; JR Rodrigo, CFA