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The BEAT™ for Q2 2026 - June
03-Jun-2026

Use The BEAT™ as your timely resource for the markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

The BEAT: Navigating the Iran Conflict, From Oil Shocks to Market Impact
08-May-2026

The conflict in the Middle East has sent shockwaves through global markets and we need to understand whether the rise in energy prices is transient or will become embedded in broader economic activity.

The BEAT™: Embracing Creative Destruction in the Age of AI
17-Mar-2026

An investor cannot focus on growth and avoid obsolescence at the same time—innovation doesn’t work that way. The investor’s job is not to hide from AI disruption, but to manage it and monetize the potential dispersion it creates.

The BEAT™ 2026 Outlook
03-Dec-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.

The BEAT with Ben featuring Rui de Figueiredo
01-Oct-2025

Solutions and Multi-Asset Group CIO Rui de Figueiredo joins Ben to discuss how to think about asset allocation in 2025. See how AI, inflation and private-market products are making their way into investors' decisions.

The BEAT: Investing Outlook Brightens in Second Half Amid U.S. Policy Developments
22-Aug-2025

With concern about tariffs easing, investors can focus in the second half of 2025 on growth, earnings and a potential boost in the U.S. from deregulation and passage of tax legislation.

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Portfolio Solutions Group

The Portfolio Solutions Group is a comprehensive multi-asset business, with activity across all asset strategies and types (traditional and alternative), through solutions that span fully liquid (public assets), comprehensive (public and private assets) and fully private portfolios. Offerings are delivered via a managed portfolio or model, in discretionary or advisory format.