Model & Market Updates and Thought Leadership
Here you’ll find timely market updates and other thought leadership pieces along with quarterly letters, commentaries, and model portfolio talking points to help you explain portfolio positioning and performance.
Quarterly Letter & Commentary
To view all previous commentaries, please click here.
Model Portfolio Talking Points
- Q1 2025 Model Portfolio Talking Points
- Q2 2025 Model Portfolio Talking Points
- Q3 2025 Model Portfolio Talking Points
To view all previous talking points, please click here
Model Portfolio Changes and Updates
- 2024.04.30 Emerging Markets Allocation Change – Flagship and Active Equity
- 2025.5.15 Emerging Markets Manager Change
Investment Model Implementation Policies and Procedures
Weekly Market Dashboards
Click here to view this week's market dashboard. To view all previous weekly dashboards, please click here.
Macroeconomic Updates
Click below to view the most recent update for each category:
To view all previous updates for each of the above listed, please click here.
Market Updates and Other Thought Leadership
Refer here for timely updates on market moving events and other content produced by Corient’s Investment Team.
Client Ready Documents
- Mid-Year Market Outlook: What’s Next for Investors
- 2025 Market Outlook
- Change, Uncertainty, Anxiety and Volatility
- Assessing the Impact of Tariffs on Markets and Investors
- April 2025 Market Update
- Assessing the Investor Impact of Conflict in the Middle East
To view past insights and commentary, click here.
Internal Resources
Corient Investment Management Blog
Refer here to access investment management related content published on Corient’s external website.
- Blogs: Investment Management