All Asset allocation articles
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White papersFrom geopolitical shocks to structural repricing
Geopolitical disruption is no longer episodic, the authors argue. As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors face the challenge of identifying markets still pricing in stability.
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White papersDividends shine as tech cools
Markets are no longer convinced by AI spending alone. Investors now want evidence of cash flow and profitability. This is driving rotation into attractively priced, dividend-generating sectors that can also enhance diversification.
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White papersThe new climate reality – investor realism and resilience in a changing world
Investor support for prioritizing climate change is rising again, as concerns around energy security accelerate the renewable energy transition, and as the physical effects of global warming are increasingly felt. It marks a turning point after several years of declining commitments, the Robeco Global Climate Investing Survey 2026 shows.
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White papersCross Asset Investment Strategy - October 2026
Topic of the Month - US midterm elections: fiscal gridlock on the horizon?
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White papersFrontier Bonds: An enterprise worth exploring
Their high yields attract attention, but the diversification potential of frontier bonds deserves equal billing. Under-researched economies, domestic investor bases and reform momentum create opportunities for investors prepared to look beyond familiar markets, explains Witold Bahrke, Senior Macro and Allocation Strategist at Global Evolution.
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White papersWill markets remain resilient with yields above 5%?
Ten-year Treasury yields moved above 5% on 15 September, just ahead of the Fed hike, and have stayed there, reaching 5.3% on 5 October. That is the highest level in almost 25 years. Yet equity markets have remained resilient, with the S&P 500 and the Nasdaq setting new highs. So, the key question is not just where yields go next, but what is driving them and how they will impact markets.
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White papersCore Matters: Riding the AI waves through thematic baskets
AI is driving one of the largest investment cycles in modern technology history. Global AI-related infrastructure investment in 2026 is expected to be around $1 trillion, of which the largest part is in the US1. The key investment question is whether AI demand can justify the scale of capital expenditure currently underway. So far, the evidence is encouraging.
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White papersLights and shadows from the IMF
In the US, AI is likely to have a sequential impact on inflation. Strong demand will push inflation higher first, while productivity gains should become more disinflationary over time. Together with geopolitical and energy pressures, this is likely to keep inflation above central bank target.
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White papersStrategy Outlook: Unified Global Alternatives - Hedge Funds Fourth Quarter 2026
As we enter Q4, AI continues to drive economic growth, market leadership and political debate. While productivity gains from AI are widely anticipated, their scale and timing remain difficult to quantify. The near-term impact on labor appears broadly positive for now, with skilled engineers and IT developers in high demand as companies build infrastructure and integrate AI into their operations.
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White papersThe market is the economy: Reflexivity and the monoculture of markets
The market has effectively become the economy it once merely served. Barry Gill argues that a supposedly diversified portfolio may now simply be a single leveraged AI bet.
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White papersHave Rate Hikes Tipped the Scales Toward Value Equities?
In the AI-led markets of recent years, companies with distant profit potential have been favored. But higher interest rates could change the equation and create a new advantage for value stocks, whose businesses tend to have more visible cash flows in the shorter term.
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White papersWhy Private Markets Have a Role in Portfolios
Investors continue to raise their private markets allocations, and the evidence suggests good reasons for doing so. Headlines have focused on slower exits and on private equity trailing the largest public indices, yet a closer look at the data points to a more constructive picture.
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White papersInvesting, reimagined: Rethinking the building blocks of a portfolio
At UBS’s Unified Global Alternatives (UGA), we cater to growing client demand for multi-alternative solutions. So what are these solutions, and why are they becoming increasingly prominent in client portfolios?
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PodcastInflation-linked bonds: protection in a more volatile inflation world
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment.
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White papersMarkets weigh rising yields and AI exuberance
Market volatility has increased in recent weeks, particularly in bond markets. The MOVE index, a measure of expected volatility in US Treasuries, has been rising significantly, decoupling from the VIX equity volatility indicator in an unusual move. This is significantly different from the March volatility spike that affected both markets at the start of the Iran war.
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Asset Manager NewsCoöperatie VGZ commits €25 Million to Van Lanschot Kempen’s SDG Farmland Fund
Coöperatie VGZ has made an initial commitment of €25 million to Van Lanschot Kempen Investment Management’s Farmland Fund. With this investment, VGZ has chosen a globally diversified farmland strategy that combines regenerative agriculture with portfolio diversification and long-term value creation. The commitment represents VGZ’s inaugural investment into regenerative agriculture as part of its mission to promote biodiversity and healthy food.
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WebinarWebinar - Megatrends: From AI to space and beyond
Portfolio managers Mark Casey and Michael Beckwith explore the durable trends shaping the global economy. How sustainable is the AI boom, where are other opportunities emerging, and what could it all mean for positioning investment portfolios?
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White papersGlobal Investment Views - October 2026
In September, global bond markets came under pressure amid inflation concerns and hawkish shifts by central banks, while equity markets remained relatively calm, supported by strong economic data and earnings, alongside renewed optimism around AI.
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White papersAsset Allocation Outlook 4Q 2026: Repricing Risk, Recalibrating Exposure
The Asset Allocation Committee enters the fourth quarter moving to a more cautious near-term stance while maintaining a broadly constructive posture on risk assets. Higher long-end rates and the beginning of a modest rate hike cycle prompts risk adjustment at the margins.
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White papersLatin America rising as a diversifier
“In a market shaped by AI, energy price uncertainty and re-routing, Latin American equities can offer diversification supported by attractive valuations and improving policy dynamics”
