Marc Seidner
Latest Insights
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construction now.
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
In this brief update, Marc Seidner, CIO of non-traditional strategies, shares how we're managing risk amid rising geopolitical uncertainty, and why today's higher yields and active management can help bonds serve as a cushion against volatility.
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
Bond returns have been strong – and the opportunity is far from over. With compelling yields and excess return potential across public and private markets, Marc Seidner, CIO non-traditional strategies, shares why fixed income remains a powerful tool for generating durable income and managing risk.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
The outlook for the second half of 2025 remains favorable for strategies emphasizing global diversification and risk mitigation.
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.