All Asset allocation articles

  • IAS-abstract-image-scale-effect
    White papers

    The Scale Effect: How Size Shapes Investment Governance and Allocation

    2024-12-02T11:51:00Z By PGIM

    Recent years have witnessed a trend in pension plans towards larger size, as large institutions continue to gather assets and as smaller investors group together to emulate their larger peers’ perceived successes. 

  • Private-alts-Whats-your-alternative
    Webinar

    Webinar Replay - What’s Your Alternative?

    2024-11-20T11:01:00Z By PGIM

    To examine institutional use of private market assets, PGIM and Institutional Investor’s Custom Research Lab partnered to survey more than 250 investment decision makers at institutions in Europe and the Middle East, representing approximately $10 trillion in assets under management. Private assets make up ~25% of current respondents holdings, but what does the future hold? We take a closer look at how allocators across EMEA are thinking about private alternatives.

  • Strategic Value Dividend- Why now, why always
    White papers

    Strategic Value Dividend: Why now, why always

    2024-11-08T17:18:00Z By Federated Hermes

    Dividends offer stability in times of uncertainty, but, as Dan Peris, Head of Income and Value Group, argues, the returns they generate make them a smart choice in any market.

  • AAC_4Q_2024_2_Pager_1600x500
    White papers

    Asset Allocation Committee Outlook 4Q 2024

    2024-10-24T10:23:00Z By Neuberger Berman

    “We do think the Fed will get the first 100 basis points done quickly, but we see the central bank aiming for a return to a neutral rate, rather than an accommodative one—and in a soft-landing environment that would justify a rate cut pause around mid-year 2025, in our view.”

  • Asset_Allocation_at_Official_Institutions_Taking_the_Three_Critical_Steps_1600x500
    White papers

    Asset Allocation at Official Institutions: Taking the Three Critical Steps

    2024-10-24T09:39:00Z By Neuberger Berman

    A deeper dive into our optimized portfolios for Central Bank Reserves, Sovereign Wealth Funds and Public Pension Funds.

  • What's your alternative? How institutional investors in EMEA are thinking about Private Alternatives
    White papers

    What’s your alternative? How institutional investors in EMEA are thinking about Private Alternatives

    2024-10-22T16:37:00Z By PGIM

    Private alternative assets are playing a greater role in institutional portfolios, driven by the pursuit of higher returns, diversification, and the increasing private market investment opportunity set. In a report published in March 2024, management consultancy McKinsey estimated that assets under management in global private markets totalled $13.1 trillion as of June 2023, and have grown nearly 20 percent per year since 2018.

  • Private Markets Investment Outlook Q4 2024- Reasons to be optimistic
    White papers

    Private Markets Investment Outlook Q4 2024: Reasons to be optimistic

    2024-10-21T14:59:00Z By Schroders

    A continued decline in inflation, the beginning of normalising central bank rates, and an improved capital demand/supply balance create a favourable environment for private market investments. However, persistent geopolitical tensions underscore the need for diversified allocations.

  • Private Equity insight- The art of the exit
    White papers

    Private Equity insight: The art of the exit

    2024-10-14T10:22:00Z By Federated Hermes

    Developing a clear and bespoke exit strategy is both a science and an art, especially in a market where exits are gridlocked; where private equity holding periods are being extended; and where the disconnect between buyers’ and sellers’ valuations remain stubbornly wide.

  • Rates Relief or Slowdown Uncertainty?
    White papers

    Rates Relief or Slowdown Uncertainty?

    2024-10-10T10:11:00Z By Neuberger Berman

    Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.

  • Amplified Volatility Leads to Muted Bets
    White papers

    Amplified Volatility Leads to Muted Bets

    2024-10-10T10:03:00Z By Neuberger Berman

    To get through the current environment, we think it is important not to chase the markets, but to let them come to you.

  • Risk Factor, Risk Premium and Black-Litterman Model
    White papers

    Risk Factor, Risk Premium and Black-Litterman Model

    2024-10-04T09:35:00Z By Amundi

    Risk factor models are now widely used by fund managers to construct portfolios and assess both return and risk based on the behaviour of common risk factors to which the portfolios are exposed. However, fund managers often have subjective views on these risk factors that they may wish to incorporate into their asset allocation strategies.

  • article-hero-1200x406-relativevalue_4q24
    White papers

    Relative Value & Tactical Asset Allocation Q4 2024

    2024-10-03T14:06:00Z By MetLife Investment Management

    We are anticipating a stable macro environment in the near future, with some uncertainties stemming from U.S. elections and monetary policy. We continue to look for spreads to mostly remain range bound, with a low chance of further tightening. With a low risk of recession, a carry strategy is preferred in the next quarter or two, meaning we prefer investments with attractive yields, while remaining cautious about potential weakness.

  • Emerging Markets- How Structural Shifts are Leading to Strong Tailwinds
    White papers

    Emerging Markets: How Structural Shifts are Leading to Strong Tailwinds

    2024-10-01T00:06:00Z By PGIM

    Prior to the onset of COVID-19, much had been written about the appeal of emerging market debt (EMD), touting the yield advantage as well as its lower correlation to other fixed income asset classes. EMD has underperformed since then, leaving investors in Switzerland and beyond to wonder if and how EMD fits into their asset allocation. After a difficult start to the 2020s, we believe EM debt is now poised to outperform as headwinds from sharp increases in interest rates and slower growth are now reversing course. Thus, the tailwinds from lower rates, higher growth, and improving credit quality are setting the table for positive EM performance going forward.

  • Prime Time for CLOs
    White papers

    Prime Time for CLOs

    2024-09-30T11:34:00Z By Barings

    In this Pensions & Investments Q&A, Adrienne Butler breaks down the qualities that make CLOs a solid investment amid shifting market dynamics and the potential for further rate cuts.

  • Capitalizing on the Opportunity in Portfolio Finance
    Video

    Capitalizing on the Opportunity in Portfolio Finance

    2024-09-30T11:30:00Z By Barings

    With direct origination capabilities, a proven track record, and an offering of differentiated solutions, our dedicated team has the ability to provide investors access to a unique and rapidly growing private investment grade asset class.

  • The Fundamentals of Japan
    White papers

    The Fundamentals of Japan

    2024-09-16T15:35:00Z By Matthews

    Donghoon Han and Shuntaro Takeuchi explain why macroeconomic developments in Japan and the U.S., and its associated market volatility, don’t negate from the longer-term prospects of Japanese equities. 

  • India- the emerging market outlier
    White papers

    India: the emerging market outlier

    2024-09-01T14:12:00Z By LGIM

    Underlying economic factors make India an emerging market like no other.

  • UNCERTAIN REGIMES_thumbnail
    White papers

    Generating returns in uncertain regimes

    2024-08-15T09:36:00Z By M&G Investments

    As the last few years have aptly demonstrated, pandemics, wars and wildly fluctuating economic variables such as surging inflation and sweeping interest rate hikes have all contributed to heightened periods of uncertainty and volatility in financial markets, often at the expense of patient and unassuming long-term investors. Stuart Canning, Fund Manager in M&G’s Multi Asset Team, assesses the value of Dynamic Multi-Asset allocation in a world of shifting expectations.

  • Asset Management Mid-Year Outlook 2024- Cutting Through Complexity
    White papers

    Asset Management Mid-Year Outlook 2024: Cutting Through Complexity

    2024-08-07T09:06:00Z By Goldman Sachs Asset Management

    As we head into the second half of 2024, our investment teams share their views on the most meaningful market trends and potential opportunities and risks.

  • The case for investment grade private credit
    White papers

    The case for investment grade private credit

    2024-08-01T11:54:00Z By Nuveen

    Long a core allocation of life insurers portfolios, broader segments of institutional investors are recognizing the benefits of investment grade private credit. Originally concentrated in private corporates and infrastructure debt, investment grade private credit now includes more specialized areas such as credit tenant loans (CTLs) and esoteric private asset-backed securities (ABS).