The Portfolio Solutions Group is a comprehensive multi-asset business, with activity across all asset strategies and types.
With evolving stakeholder and regulatory requirements around ESG reporting, demand for technological solutions has grown.
In recent months, investors have become preoccupied with the question: will advanced artificial intelligence (AI), be it generative (GenAI) or agentic, disrupt the data-rich industries that underpin our modern world?
Since President Lee Jae-Myung took office earlier this year, the MSCI Korea Index has climbed 48% year-to-date (through September 30)—the strongest performance among major Asian indices.
The following views and perspectives are formed by the work of the Applied Equity Team in managing assets for investors.
Most investors are familiar with traditional investments, which include cash and long-only positions in publicly traded stocks and bonds.
At Counterpoint Global, we make continuous long-term investments in unique companies and assets that we believe can be much bigger in the future for fundamental reasons.
In this insightful roundtable originally published by Infrastructure Investors, Chris Ortega, Managing Director and Head of Americas, discusses how the Big Beautiful Bill Act is impacting every sector, from power to transportation, creating challenges but also opportunities.
We spoke last quarter about the sharp reversal in market direction and leadership following the market trough post the “Liberation Day” tariff announcements in early-April.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
