All Asset allocation articles – Page 13
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White papers
Liquidity Stress Testing in Asset Management - Part 4. A Step-by-step Practical Guide
This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions.
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White papers
Market Scenarios and Risks - December 2021
We change the narrative and the probabilities of the scenarios in line with our 2022 Outlook. The central scenario assumes that Covid becomes endemic with multiple waves albeit manageable, fiscal levers remain significant and tied to monetary policy and growth comes back to potential in 2023.a
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Research Report
2022 outlook: Slower. But still pretty fast.
The current economic cycle isn’t ending, but conditions are getting more difficult and returns are going to be tougher to come by.
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White papers
Revolution on the horizon: will the Dutch pension system still set the bar for sustainability, adequacy and integrity?
Despite the seismic demographic, economic and regulatory shifts that have challenged many other pension systems over the past couple of decades, the Netherlands’ three-pillar pension system, introduced in the 1950s, remains uniquely generous in many respects, with collectivity and intergenerational risk sharing central to the system’s ethos.
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White papers
DB plans in their End Game in the post-pandemic era
An inopportune toxic confluence of three unrelated forces has badly undermined the finances of employer-sponsored defined benefit pension plans, in which employers bear most of the risks involved in providing decent retirement pensions to their employees.
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White papers
Graph Neural Networks for Asset Management
In this research article, Amundi Quantitative Research explores the use of graph theory and neural networks in asset management. In particular, they show how new alternative data such as supply chain databases require new tools to fully exploit this information.
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White papers
Asset Allocation Insights: From fixed weights to all-weather
In this research paper, our experts examine the use of a popular investment style to adapt a fixed weight portfolio to be less cyclical in nature.
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White papers
Allocation views: Which way next?
Our Franklin Templeton Investment Solutions team comment on how inflationary pressures continue to build as markets wrestle with the easing of the pace of growth.
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Video
Beyond Headline Multiples: US Equities webcast, November 2021
Join Mark Sherlock, Henry Biddle and Steve Chiavarone for the latest webcast on Federated Hermes US SMID.
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White papers
The next phase for private credit markets
The resilience and adaptability of the asset class during the ongoing pandemic has helped to cement private credit’s permanence in the minds of strategic asset allocators.
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White papers
Levelling up the UK: will real estate investors look outside London?
The UK government’s “levelling up” agenda needs institutional investors in real estate to look beyond London to succeed.
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White papers
Allocation Views: Burning US$5 bills
Our Franklin Templeton Investment Solutions team retain the view of heightened levels of inflation and persistent market worries in relation to the peaking of growth in many of the major economies.
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White papers
Strategic Asset Allocation for a Default Pension Plan
This literature review discusses how to design a default life-cycle asset allocation for a defined contribution (DC) pension scheme. This default option may be the same for all participants, or it could be customised to plan members’ profiles.
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White papers
Clearing the Hurdles
On a 12-month horizon, this looks to us like an attractive environment for risky assets, but the inflexion point in the current cycle is proving particularly volatile: adopting a more defensive view in the short term may help investors clear the immediate hurdles.
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White papers
Investment View: Off Crutches
The global economy has hit a speed bump, built on the Delta variant and supply chain issues; we expect growth to find a floor in H2, as the fourth Covid wave recedes, and China cautiously eases policy. But supply constraints are proving sticky, and surging commodity prices are a new threat to the consumer outlook. That risk deserves hedging.
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White papers
This Is Not a 60/40 Environment
The shift to a mid-cycle expansion beset with unusually high levels of uncertainty could bring a new test for asset allocators.
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White papers
Allocation Views: An Uneasy Truce
In this Allocation Views, our Franklin Templeton Investment Solutions team explores the potential benefits of adding alternative assets to a balanced stock/bond portfolio.
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Research Report
Asset Allocation: Think portfolio construction
Using a factors-first lens to find opportunities in today’s alternatives market
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Research Report
Clearing hurdle targets amid rising rates
For much of the past decade, the endowment and foundation community has expressed concerns about the challenge of meeting their spending requirements while maintaining funding levels in an environment of low yields and muted return expectations.
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White papers
Franklin Templeton Investment Solutions Allocation Views
Our Franklin Templeton Investment Solutions team retain the view that peak growth may already have been reached, and could remain positive for some time before starting to slow down.