All Asset allocation articles – Page 15
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Post-Crisis Investing for the Long Haul
After a series of unprecedented events in the global economy, triggered by the COVID-19 financial crisis, investors and economists alike may see themselves at quite an inflection point in the markets.
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The Rising Tide of Equity Duration
With concerns of inflation pressures anticipated in the months ahead, investors may be looking to adjust their asset allocation approaches. Though many would associate the concept of duration with Fixed Income, we explore the aspects of Equity Duration.
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Asset Allocation Committee Outlook - 2Q 2021
Listen to Erik Knutzen and Ashok Bhatia discuss some of the key themes from this quarter’s outlook.
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Japan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot.
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The Temperature’s Rising
As Treasury yields climb and assets geared to the recovery race ahead, the Asset Allocation Committee asks, Will the economy overheat, and should investors rebalance?
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Shifts & Narratives #1 - Do not give up on fundamental valuations
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio construction.
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The case for private U.S. commercial real estate In search of investment returns
The investment landscape since the Global Financial Crisis (GFC) more than a decade ago has been significantly impacted by a sea change in central bank policies, ushering in a period of unprecedented low interest rates and increased adoption of Keynesian approaches. Post-GFC, the Fed remained very deliberate in its removal of accommodative policy to ensure stronger growth and achieve its inflationary target of roughly 2%.
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Market Scenarios and Risks - April 2021
Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
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Macroeconomic Picture - April 2021
United States: thanks to fiscal aid and still extremely accommodative monetary policy, the US economy will likely recover much of the ground lost during 2020, returning to prepandemic levels around mid-year, while the labour market will take longer to recover fully.
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Allocation Views - April 2021
It is always necessary to search for the flaws in a well-argued investment thesis. Indeed, it is important to continually challenge your assumptions. However, sometimes it is right to just go with the flow, at least for a while. This is perhaps one of those times. The themes that drove markets in the first quarter of 2021 look set to continue into the current period.
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Allocating to real and alternative assets: a framework for institution…
Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and private debt, over the past decade, with the objective of enhancing the return or the expected yield of their portfolio, as well as improving its diversification.
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Q2 2021 Investment View - Some like it hot
On the ground it does not feel like it just yet, as Europe battles with a third wave of infections, but markets are fast proceeding to the Covid crisis exit door. Too fast? We do not think so and see room for further rotation.
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Fiorino: bond themes and late-cycle mood music: as rates go up-tempo, markets rotate
As global economies emerge from the Covid-19 doldrums, bond markets could be tiring. But late-stage fixed income dynamics can also play out well for astute investors. Fiorino conducts a brief enquiry.
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Addressing climate change: why cashflow driven investors should act now
Climate-aware investing can mitigate against an emerging and significant risk factor. This is essential for investors targeting predictability of cashflows alongside high resilience to market risks.
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Asset classes views: Climbing the hill
As the new decade dawns upon us, we are beginning to see the light at the end of the tunnel. The unprecedented nature of the current crisis required correctives on multiple fronts on a global scale. With many of these measures in place or in the pipeline, the much-awaited recovery is within reach, but the path forward remains arduous, nonetheless.
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Franklin Templeton Investment Solutions Allocations Views: Some like it hot?
Fiscal support may be uneven across geographies, driving regional preferences within equities: thoughts from our Franklin Templeton Investment Solutions team.
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The Zero: Why zero rates are increasing the appeal of private assets
Investors facing The Zero are increasingly drawn to private assets for the wide variety of value creation tools available.
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Market scenarios and risks - March 2021
This month, we maintain the probabilities and narrative of our central and alternative scenarios. We confirm our constructive medium-term view on the “financial recovery regime”, with more caution in the short-term on financial markets, given the virus-dependent news flow and inflation concerns.
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Redesigning tactical asset allocation
Multi-asset teams in the asset management industry already have to contend with implementing investment strategy across numerous portfolios whose opportunity sets may vary considerably.
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Franklin Templeton Investment Solutions: Allocation Views
It seems like global financial markets and economies are experiencing a never-ending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty.