All Asset allocation articles – Page 11
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White papersAsset Allocation Committee Outlook: 1Q 2024
“One of the lessons to take from 2023 is that markets can defy apparently soft fundamentals for much longer than one might expect.”
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WebinarOutlook 2024
The leaders of our investment platforms welcome the new year with their views for 2024.
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White papersCash Is Poised on the Sidelines
With cash rates priced to decline substantially, we think it is time to deploy liquidity, locking in bond yields and seeking out value in the equity market.
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White papersImpact measurement and reporting
Understanding the non-financial impact of their investments is an increasing concern for institutional investors. Almost three-quarters (74%) consider or plan to consider the environmental and societal impact of their investment decisions, according to Nuveen’s 2023 EQuilibrium survey of institutional investors around the world. This number is even higher (82%) for insurers.
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White papersMacro Outlook 2024: The intangible cycle
Our Annual Outlook provides our key views and investment implications for the coming year
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White papers2024 investment outlook: Selectivity remains the key
Views from the TIAA General Account: What are your expectations for growth, inflation and interest rates in 2024?
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White papersShifting Focus: 2024 Insurance Investment Outlook
As US insurance investors turn their eyes toward 2024, they’ll face a macroeconomic backdrop in transition. With this in mind, their efforts should include maintaining duration positioning, diversifying risks, emphasizing quality as credit conditions begin to soften, identifying relative value opportunities and balancing private allocations with liquidity considerations.
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White papersTackling Key Asset-Allocation Controversies
As investors prepare to turn the calendar to 2024, we explore notable issues that run the gamut from private allocations to the prognosis for active equity management.
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White papers2024 Investment Outlook and Asset Allocation
US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.
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PodcastThe Art of Giving in Philanthropy
As the end of the year approaches, many of us consider what we can we do for those in need. Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction effectively? And particularly during these times of volatility, how can donors optimize their philanthropic efforts?
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White papers‘The fountain of youth’ – Lindy’s Law and quality growth investing
In 1993, Princeton astrophysicist Richard Gott compiled a list of all the then-current Broadway and off-Broadway shows and noted when each had first opened in New York’s famous theatre district. He then predicted, “how long each show would run, based solely on how long it had been running already”. Ultimately, Gott was proven right – with an accuracy of 95%.
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White papersNavigating the climate index jungle
The need to understand Climate benchmarks and their personalities
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PodcastOuterblue Convictions – Steering through turning tides in 2024
A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024.
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White papersESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Net Zero initiatives are raising standards and market practices by putting investors at the forefront of the transition to Net Zero, encouraging both real-economy carbon reduction and increasing investments in climate solutions.
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White papersNet Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papersReal asset megatrends: Global trends shaping investment opportunities
Megatrends are long-term, global themes forecast to shape and transform society, the economy, and the environment over the next few decades. Investors are able to participate in the propagation of these trends through allocations to real assets, which are tangible physical assets with intrinsic value due to their substance and properties.
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White papersHow to think about bonds in this new world
After the global financial crisis (GFC) in 2008, investors reduced their allocation to bonds, and broadly remained underweight the asset class for more than a decade. In 2022, the long period of accommodative central bank policy came to an end as inflation accelerated.
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White papersAre Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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PodcastA Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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White papersInvesting in alternative credit: perspectives on opportunities and risks
Even as traditional fixed income yields appear more attractive, institutional investors continue to explore alternative credit asset classes as a way to potentially improve the risk/return profile of their portfolios.
