Outlooks & Market Updates
Multi-Asset
Relative, total and absolute-return strategies employing a time-tested process that draws on the breadth of the firm’s public and private markets platform. Our multi-asset team allocates dynamically across asset classes to deliver on outcomes over various market cycles.
Multi-Asset AUM1
$12.3B
Investment Professionals
27
Our multi-asset team draws on a long history of fundamental research on over 80 sub-asset classes to construct portfolios positioned for various market regimes.
The team and firm’s strength lies in the breadth and depth of research across global markets and asset classes through a collaborative investment process.
Multi-Asset Strategies
Forward-looking views, recalibrated as the cycle turns
Our multi-asset teams take an intermediate-term view, identifying asset classes which are attractively priced and have catalysts for improvement over this time frame. We recalibrate allocations across the cycle, drawing on the firm’s full platform and synthesizing top-down views with bottom-up research.
Dynamic management
We adjust allocations to changing market conditions and risk/return dynamics
Intermediate-term perspective
We believe prices tend to converge with fundamentals within nine to 18 months
Experience navigating market cycles
Our diverse global team has experience managing ever-changing market conditions
Strategic partnerships
We provide direct access to our investment team alongside transparent insights into our approach and the factors shaping markets
Solutions
Our team manages comprehensive and globally diversified asset allocation offerings for a broad range of sophisticated investors across multiple strategies and funds:
Total Return – Global Dynamic Asset Allocation
- A long-only total-return strategy focused on delivering growth-like returns with balance like risk-profile.
- Available in commingled vehicles, separately managed accounts and can be customized to varying risk levels.
Absolute Return – Global Multi Asset Alpha
- An absolute-return pure-alpha strategy designed to be uncorrelated to broader markets and traditional asset classes, while delivering high risk adjusted returns under all market conditions.
- Available in commingled vehicles, separately managed accounts and can be customized to varying risk levels.
Relative Return – Balanced and Lifestyle Funds
- Relative return strategies focused on outperforming benchmarks or peer groups within a specified risk budget.
- Diversified funds that offer targeted solutions based on an individual investor’s risk tolerance.
A time-tested investment process
Our approach is dynamic, allowing us to tap into the unique opportunities of each market cycle by leveraging a disciplined investment process.
For illustrative purposes only. We are not soliciting or recommending any action based on this material. Any views represent the opinion of the investment manager and are subject to change.
Our Leadership Team
Kerry O’Brien
Head of Multi-Asset Solutions
Michael J. Kelly, CFA
Global Head of Multi-Asset
Hani Redha, CAIA
Portfolio Manager, Head of Strategy and Research for Global Multi-Asset
Sunny Ng, CFA
Portfolio Manager, Global Multi-Asset
Peter Hu, CFA, FRM
Portfolio Manager, Global Multi-Asset
Paul Mazzacano
Head of Manager Selection, Global Multi-Asset