All Asset allocation articles – Page 14
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White papersWhen credit demand follows supply
Corporate issuers are increasingly traversing the global credit markets to optimize their funding strategy. Investors should adopt the same mindset, argue David Mechlin and Eileen Liu.
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White papersMore growth, less heat: January macro and asset class views
Consensus growth forecasts for the US and other advanced economies have been repeatedly revised higher since Liberation Day for both 2025 and 2026. We still think a 2% US GDP forecast for 2026 is too low.
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White papersRelative Value & Tactical Asset Allocation Q1 2026
The dispersal of artificial intelligence (AI) and related technologies across the economy is creating both optimism and pessimism. Job disruptions caused by the spread of this technology appear to be manifesting in rising youth unemployment, a development that has real social and economic impacts in both the short and long term — both on the workers directly impacted and on their families.
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PodcastMonetary policy resolutions for a new year - Global Investment views by Outerblue Convictions
It’s the time of year to look ahead, reflect back on what has happened, and make resolutions for the coming year. After explaining our market forecasts and investment views for 2026 in last month’s podcast, in this episode we’re focusing more closely on a key factor that drives market movements, monetary policy.
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White papersMulti-asset credit investing: A quantitative framework
The credit universe has expanded far beyond government bonds and investment-grade corporates. Today’s investors navigate high yield, leveraged loans, securitized assets, emerging markets debt and private credit, requiring a disciplined approach to capture value across complexity. Discover how a quantitative framework integrating capital market assumptions, risk modeling and optimization can help institutional investors construct portfolios tailored to specific objectives, from matching insurance liabilities to meeting pension obligations.
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VideoHow can Money Market Funds ensure liquidity as well as an attractive yield?
In a new video, Joanne Bartell, Portfolio Manager for Liquidity, outlines why money market funds can potentially outperform traditional bank deposits, how combining trader and portfolio manager roles can boost investment decision making, as well as providing a perspective on the current cash management landscape.
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White papersSizing private-market allocations
Interest in private-market allocations appears to continue its steady ascent in 2025. Historical returns and diversification potential are attracting a wide variety of asset owners, who are accessing everything from early-stage venture capital to investment-grade private placements through an expanding set of vehicles.
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White papersRethinking traditional portfolios: The power of alternative investments
Investors have long considered a balanced portfolio of equities and bonds a cornerstone of prudent investing. The ‘60/40’ portfolio promised growth from equities in good times, while bonds provide income and protection if markets turn volatile.
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White papersPension Funds Letter 25 - Dynamic thinking - A playbook for pension resilience
Endurance has been a watchword for markets in 2025. As we shift to a multipolar world, this new regime is being driven by innovation and defined by, what we are naming, “controlled disorder”. Despite repeated shocks, the tech-led transformation, fiscal stimulus and industrial policy are sustaining economic activity. New winners are emerging. As we advance across this unfamiliar territory, diversification and selectivity remain the most effective defense.
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White papersU.S. markets for ecosystem restoration: Enabling investment in nature-based solutions
With over $2.1 trillion of U.S. GDP tied to nature-dependent sectors, investors face significant risks from nature loss. Discover how ecosystem restoration markets offer an opportunity to generate financial returns while delivering quantifiable environmental benefits through one of the world’s largest environmental credit markets.
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WebinarJoin us for an in-depth look at the 2026 Investment Outlook for pension funds
Tuesday 9 December 2025, 9:00 am EDT / 2:00 pm GMT
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White papersChina’s lithium crackdown and electric vehicle price wars: What investors need to know
The boom years are over. Beijing’s crackdown on low-grade lithium, loss-making battery plants and fragmented EV brands signals a new era of discipline. For investors, the question is: who thrives when growth gets disciplined?
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White papersLeaning in: December macro and asset class views
Market volatility has picked up of late, which was bound to happen at some point after an almost straight-line move upward in equity markets since mid-April. The recent bout of volatility has coincided with consternation on the outlook for Fed easing and increased scrutiny on the return on investment from AI-related capital expenditures.
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White papersPrivate credit’s evolution
The private credit market has experienced remarkable growth, reaching $1.7 trillion in assets under management and 13% annual growth since the 2008 financial crisis. Rather than signalling a bubble, this expansion represents the evolution of a maturing asset class, offering institutional investors compelling opportunities for those who can navigate its increasing complexity.
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White papersHow emerging market debt is adapting to a sea of change
Emerging market debt (EMD) has historically been viewed as a tactical allocation, but structural improvements in policy credibility, fiscal discipline, and market depth now position it as a core component of a diversified portfolio. We think EMD is attractive for investors looking for a stable allocation to an asset class that is supported by strong growth, increasing credibility, and diversification.
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White papersGlobal pension trends: What to expect in 2026
Pension reforms are at an inflection point as UK and Dutch pension systems enter 2026 with high funding ratios, regulatory clarity, and the scope to re-risk in controlled ways. We expect much wider adoption of cash-flow driven investing (CDI) strategies for defined benefit (DB) plans and some re-risking for the forthcoming Dutch collective defined contribution (DC) system.
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White papersEuropean strategic autonomy: A long-term investment opportunity
Europe is deepening its quest for strategic autonomy. What began as a post-pandemic policy slogan has evolved into a financial reality, with tangible investment implications – Europe now allocates billions annually to defence, industrial resilience, and key technology sectors.
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White papersEuropean equities - European strategic autonomy: A long-term investment opportunity
Europe is deepening its quest for strategic autonomy. What began as a post-pandemic policy slogan has evolved into a financial reality, with tangible investment implications – Europe now allocates billions annually to defence, industrial resilience, and key technology sectors.
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White papersKeep it turning
A spirit of endurance has characterized the market rally of the past year and looks set to persist in 2026. So will some of the asset price paradoxes that are emerging as the global economy transitions to a new innovation-led regime and as geopolitics enters a phase of controlled disorder.
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White papers2026 Investment Outlook
A spirit of endurance has characterized the market rally of the past year. This looks set to persist in 2026 as the global economy transitions to a new innovation-led regime and geopolitics enters a phase of controlled disorder.
