# How research informs investment strategy

Page: https://stenobird.com/podcast/insights-now-163657/how-research-informs-investment-strategy
Text version: https://stenobird.com/podcast/insights-now-163657/how-research-informs-investment-strategy.md
Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657)
Published: 2025-11-06T18:54:17+00:00
Episode link: https://insightsnow.podbean.com/e/how-research-informs-investment-strategy/
Audio file: https://mcdn.podbean.com/mf/web/6k24aed6v62ammc5/Insights_Now_Ep_15-6_Podcastazko5.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/how-research-informs-investment-strategy
Duration seconds: 1325

## Resource

In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts and the growing importance of research in portfolio construction. From the impact of fiscal and trade policies to the rise of alternatives and real assets, our experts discuss how diversification beyond the traditional 60/40 model is helping investors build resilience against inflation, rate shocks and other market disruptions. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/how-research-informs-investment-strategy/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/insights-now-163657/how-research-informs-investment-strategy.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.