Each month we bring you commentary on the key macro ¨C and micro ¨C topics that are moving markets and influencing investors' decisions across the globe.
Latest editions
- Can markets look past a worsening economy?
- Trump has constraints
- Making diversification great again
- American ¡®Un¡¯-exceptionalism?
- Navigating tariffs
- Buying bonds
- Can anything stop US exceptionalism?
- US election: Assessing the scenarios
- It pays to listen
- A critical window
- Fundamentals, politics, or technicals?
- Three Questions into Q3
- Offense over defense as global growth broadens
- What about valuations?
We are committed to bringing you the ideas, understanding and clarity to guide your choices, so you can deliver on your investment priorities and your values, without compromise.
About the authors
Evan Brown,?Portfolio Manager and Head of Multi-Asset Strategy
Evan Brown,?Portfolio Manager and Head of Multi-Asset Strategy
He co-manages ÃÛ¶¹ÊÓƵ's Global and US Allocation Funds along with Private Wealth Multi-Asset Portfolios.?
As head of Multi-Asset Strategy, Evan drives the macro research and tactical asset allocation investment process for over USD 160 billion in client portfolios.
Ryan Primmer, Head of Investment Solutions
Ryan Primmer, Head of Investment Solutions
Ryan has responsibility for the oversight of all aspects of the Investment solutions business including the Asset Allocation, Portfolio Management, Implementation, Analytics, and Modelling teams.
Luke Kawa, Director on the Investment Solutions team
Luke Kawa, Director on the Investment Solutions team
Luke is responsible for producing research on the economic outlook as well as policy events.
Related asset classes
We offer global scale, breadth and depth of solutions to help investors build fully diversified portfolios.
Contact us
Make an inquiry
Fill in an inquiry form and leave your details ¨C we¡¯ll be back in touch.
Introducing our leadership team
Meet the members of the team responsible for ÃÛ¶¹ÊÓƵ Asset Management¡¯s strategic direction.
