All Asset allocation articles
-
PodcastGoing the distance - Market perspectives into autumn - Investment views by Outerblue Convictions
After an eventful summer for the markets and policymakers, particularly in the bond markets, our podcast series regulars reunite to recap the major movements in the markets over the past few weeks. Listen further to discover what these market events mean for investors and our own investment views.
-
White papersThe ECB raises policy rates
“The ECB opens a period of central bank meetings. The balance is shifting further towards the risk that inflation proves more persistent than expected, given the recent rise in energy prices amid geopolitical tensions.”
-
White papersIran conflict: Diversification at play
“Diversification and selectivity could help navigate a period of increasing scrutiny over policymakers’ credibility and the sustainability of earnings in the AI ecosystem”
-
White papersHarvesting the Valuation Gap: The Strategic Role of Crossover Equity
Promising companies are choosing to fund their explosive growth in the private markets, creating a potentially attractive arbitrage for experienced “crossover equity” investors.
-
PodcastOuterblue Talks Research - The Lifecycle Remix - How the Glidepath Fits into Retirement Solutions
Retirement investing is changing as individuals take on more responsibility for their long-term outcomes, especially in defined contribution pension plans and personal savings. In this episode of Outerblue Talks Research, host Swaha Pattanaik speaks with Dominic Byrne, Global Head of Retirement Solutions at Amundi, about how lifecycle investing is evolving to include glidepath strategies.
-
White papersAgentic AI and alpha: Where the AI edge really lies
As access to powerful AI models becomes increasingly commoditized, the differentiator for asset managers is shifting from the model itself to the investment workflow built around it. Models can be licensed; workflows must be designed, refined and governed. This marks an important evolution in how artificial intelligence contributes to investment research and portfolio construction.
-
PodcastSustainable farming can offer portfolio diversification and inflation protection
The need to invest in sustainable farming is becoming increasingly urgent. Burgeoning populations, more demand for high protein food as middle-class wealth expands and an increasing squeeze on arable land due to climate change and urbanisation are all pressurising agricultural production.
-
White papersCapital Market Line: From Inflation Shock to Productivity Shock
Markets have navigated a series of inflationary shocks over the past few years, including Covid, tariffs, and geopolitical tensions, including most recently the closure of the Strait of Hormuz. While disagreements linger between the U.S. and Iran, neither has shown the appetite for full-fledged war.
-
White papersManaging private asset allocations in open-ended funds Gilles-David
With their potential to enhance returns, diversify portfolios and capture an illiquidity premium, private assets have become increasingly attractive to institutional investors. Yet integrating private equity and private debt into open-ended funds available to retail clients remains far from straightforward. Even though a fund may offer investors periodic subscriptions and redemptions, the underlying private assets generate cash only gradually and with uncertain frequency. They also require liquidity to meet unpredictable capital calls.
-
White papersWhy isn’t headline risk translating into market movements?
What explains the divergence between volatility metrics and the significant geopolitical uncertainty?
-
White papersCutting through the noise: Why lower and core middle market direct lending still delivers value in clients’ portfolios
Private credit has become one of the most discussed corners of institutional investing — and one of the most misunderstood. Daily headlines about troubled borrowers, struggling business development companies (BDCs), redemption pressure, and concentrated software exposure have created the impression of a market under stress. But beneath the noise, the lower and core middle market direct lending segment that has historically powered investor outcomes is performing well, behaving as designed, and, in our view, is about to deliver one of its most attractive vintages in years.
-
White papersGerman reforms: what do they mean for European equities?
The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy Germany/Europe” signal. The principal upside risk is a confidence-led private capex cycle. The key downside risk is implementation failures and higher bond yields, which could turn a productive investment programme into a less equity-friendly fiscal expansion.
-
White papersThe New Role of Geopolitical Risk in Bond Investing
Interest rate volatility is reshaping bond markets. We examine why geopolitical risks have become increasingly linked to bond market volatility since 2025, and discuss the implications for the term premium, fixed income positioning and investment opportunities.
-
PodcastReplacing Equity Beta with High-Carry Credit
Trevor Slaven joins the podcast to discuss the rationale for and conclusions of his recent piece, Replacing Equity Beta with High-Carry Credit.
-
White papersReplacing Equity Beta with High-Carry Credit
With U.S. equity valuations elevated and fixed income yields attractive, investors may be better served replacing portions of broad equity exposure with high-carry credit over the next three to five years.
-
White papersFrom invention to investment: The case for UK venture capital
Britain is one of the world’s great originators of ideas, yet too many of its most promising companies have had to look abroad for the capital to grow. Institutional investors have a rare chance to fund the next stage of that growth story and capture compelling long-run return streams.
-
White papersGlobal Investment Views - August 2026
July saw tensions flare once again in the Middle East. Markets questioned the feasibility of returning to a ceasefire, pushing Brent oil prices back towards $100. Previously, prices had fallen to pre-war levels due to effective rerouting efforts and a reassessment of supply risks.
-
VideoSeeking Steady Income in an Unsteady World
Investors are grappling with how to generate sustainable income in a challenging market environment. De-globalization and trade tensions are driving up inflation and instability, while geopolitical risks and high fiscal deficits are making economies more fragile.
-
White papersMulti-Asset Investments Views: You spin me round
The re-escalation of Middle East hostilities has effectively buried the Memorandum of Understanding between the US and Iran.
-
VideoWebinar Replay: Asset Allocation Outlook 3Q 2026
With real rates driving markets and AI’s investment reach expanding into power, industrials, and real assets, where are the best opportunities across equities, fixed income, and alternatives?
