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Asset allocation

Explore our latest portfolio construction insights across a range of public and private asset classes for approaches to the short and long-term challenges facing institutions.

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Featured insights

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Fixed income
Private credit’s next phase: finding opportunity in a maturing market
Michael Massarano

Laura Parrott

Randy Schwimmer

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Macro outlook
Investing amid era-defining tech change and an expensive U.S. dollar
Emilia Wiener

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