Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
While health care is the most obvious place to look for investment opportunities related to GLP-1 trends, we believe some of the most interesting investment opportunities, and risks, are uncovered when considering the second- and third-order effects, particularly related to the alcohol industry.
In this video, we highlight three important themes, amongst others, that we see across the global investment landscape.
Elevated market volatility and a slowing economy favor net lease investments that are characterized by durable, long-term cashflows with fixed escalations in sectors and assets that are generally less sensitive to the cyclical economy.
As many are aware, the U.S. stock market has been extremely concentrated in recent years. After a slight pullback in Q1 2025, market concentration returned in Q2 2025.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Nuclear fusion is nearing commercial reality and could offer virtually unlimited, clean, sustainable alternative to fossil fuels. Recent breakthroughs, advanced technologies, and policy support have accelerated timelines, opening a $40 trillion market opportunity by 2050.
Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and shifting NAIC regulations.
The following views and perspectives are formed by the work of the Applied Equity team in managing assets for investors.
Bond markets are reacting to U.S. tariff and tax policy with rates moving higher in July and credit sectors rallying.
