As autumn begins, we’re turning up the momentum on the initiatives that matter most. From navigating the wealth management landscape to uncovering opportunities across asset classes, our team is here with strategies designed to help you tackle today’s toughest investment challenges.
This edition of our Quarterly Ideas Exchange (QiX) is packed with fresh insights—exploring how a total portfolio approach can sharpen decision-making and support stronger outcomes for pension schemes.
Dive into the articles below, and let us know what sparks your interest—we’d love to hear your thoughts.
01
Discretionary macro strategies often provide outperformance during stress environments, offering downside management and liquidity for portfolios at times when it is most needed.
02
Shift from strategic asset allocation (SAA) to total portfolio approach (TPA): dynamic, holistic investment approach.
03
Understanding how tariff pass-throughs are contributing to price pressures and inflation in the U.S.
04
WTW’s David O’Meara co-authored two papers with Georgetown’s Center for Retirement Initiatives showing how private market assets can improve retirement outcomes and addressing common myths around their use in defined contribution plans.
05
Pension index performance varied across regions this quarter, reflecting differences in asset returns and discount rate movements.
06
The global top 300 pension funds is an annual study that highlights high-level trends in the pension fund industry and provides information on how the characteristics of these top funds have changed.
