All Asset allocation articles – Page 17
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White papersHot Commodities
We think the asset class stands to benefit from our base scenario, while having the potential to outperform and act as a hedge should tail risks be realized.
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White papersUK Real Estate: Talking Points April 2024
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersAsset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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White papersThe new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papersCash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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VideoMeet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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White papersFamily Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papersBreadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
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White papersCapital Market Assumptions 2024
Last year we enhanced our Capital Market Assumptions approach by including a social dimension considering the impact of rebalancing labour / profits on earnings. This social component was added to the climate change assumptions introduced in 2022, which evaluate how the future trajectory of the energy transition will affect the key economic variables driving our forecasts (GDP growth, inflation, productivity, etc.), and the way we model asset class behaviour – with regards to earnings growth in particular.
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White papersRelative Value & Tactical Asset Allocation Q2 2024
Global Economy is Weighed Down by Geopolitical Crises and Policy Uncertainties
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White papersThe appeal of private assets in 2024
The macro environment in 2024 will likely spur demand for private assets from all types of investors in our view. In this higher-for-longer environment, private assets could continue to be a compelling source of risk-adjusted returns, income and diversification.
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VideoUn-picking the Role of ESG
Environmental, social and governance (ESG) considerations tend to be factored into the investment process at the security-level, after a strategic asset allocation (SAA) process has already set the shape of the overall portfolio.
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White papersHow Mega-Forces Will Reshape the Macro Regime and Investing
Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design.
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PodcastIs it Time for Fixed Income?
Global Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations.
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White papersAdapting to higher interest rates while optimizing prudential capital
As we enter 2024, the financial terrain remains shaped by high interest rates likely to persist at least through the first half of the year.
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White papersDesigning Multi-Asset Income: It’s Complementary
Multi-asset income strategies are becoming more popular, but some may bake in more risk than expected. The key is designing complementary exposures.
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PodcastThe Investment Podcast: The great global election cycle
As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets – from the US and UK to South Africa and Mexico. They also analyse what asset allocators are watching, including the influence of outcomes on fiscal, monetary and climate policy, the impact on asset prices and potential mispricing opportunities.
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White papersDare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
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White papersCapital Market Assumptions 2024: Implications for European Insurance Portfolios
Optimizing insurance portfolios for the road ahead.
