Listen "How Research Informs Investment Strategy"
Episode Synopsis
Season 15 Episode 04
In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts, and the growing importance of research in portfolio construction. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation.
In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts, and the growing importance of research in portfolio construction. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation.
More episodes of the podcast Insights Now
Insights for the Future of Investing
31/12/2025
Alternative Realities: The 2026 Long-Term Capital Market Assumptions: Challenges and Opportunities
31/12/2025
2026 Outlook: AI Lift and Economic Drift
31/12/2025
Quantitative Investing Explained
17/10/2025
Rethinking Retirement Through Research
10/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.