All Asset allocation articles – Page 19
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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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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.
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White papersAsset Allocation Committee Outlook: 4Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papersHow are style and inflation risks influencing ESG investors?
Soaring inflation and sharp shifts in equity market leadership have taken their toll on investors over the past 18 months or so. But how are these market events playing out in the ESG arena?
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White papersCould the Rise of AI Mean Falling Prices?
There’s been much discussion of AI’s deflationary potential, but this issue must be viewed in the broader context of other megatrends influencing a new investment regime.
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PodcastBonds and Beyond in Today’s Fixed Income Markets
A shift into higher rates globally over the latter part of 2023 has created a new investment regime in the fixed income markets; prompting investors to reassess their strategic asset allocation. Despite the reset of fixed income yields to much higher levels, making the asset class look attractive, how can investors be prepared for potential rate cuts while balancing the exciting opportunities that the market is presenting as we make our way through the current market cycle?
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White papersAsset Allocation at Official Institutions: Three Critical Steps
Three critical steps for asset allocation at Official Institutions: embrace less liquid markets; explore a fuller credit universe; think globally.
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White papersAs rate hikes near end, historic investor opportunity may begin
To say this has been an interesting year in financial markets is an understatement. Equities have been stronger than most expected, and the 10-year US Treasury yield is up 40 basis points as of 13 September. So where are we now as we head into the homestretch of 2023?
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White papersIntegrating Climate Risk Into an Insurer’s Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
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White papersLocal currency EMD – Why it might be time to reconsider an active allocation
An allocation to emerging market debt (EMD) can offer investors a range of potential benefits in the context of their broader portfolios – not least its low correlation with other sub-asset classes of fixed income. The growth dynamics and strengthening economic fundamentals of many emerging market (EM) countries are attractive to investors seeking growth, income and diversification.
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White papersCLO equity: Where does it fit in investor allocations?
Choosing the right “bucket” for CLO equity is critical for investors seeking to optimize portfolio allocations
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White papersWorking the Margins
While this is no time to be making major calls on asset allocation, in our view, there are abundant opportunities for generating incremental returns.
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White papersWhat if Everything’s Going to Be OK?
Falling inflation, recovering growth, relaxed central bankers—how one of the most widely forecast recessions in history failed to happen.
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White papersThe Consumer and the Stock Market
As the “wealth effect” is driven less by house prices and more by investment markets, it may change our views on asset valuations and portfolio construction.
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White papersNotes from the Road…or the Boarding Gate
This short note draws out common themes from our recent conversations and meetings with clients across the US, Canada, Europe and the Middle East. The questions we were asked ranged from monetary policy and inflation to strategic asset allocation, the impact of artificial intelligence and market liquidity.
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White papersPrivate asset allocations in open-ended funds
Allocating to private assets in open-ended funds can offer investors benefits such as diversification, but there are drawbacks, too, like illiquidity. In this second article in a three-part series drawn from a recent paper, we look at how asset managers can construct portfolios for open-ended funds that include allocations to private assets, providing a way for smaller investors to gain exposure.
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White papersTaking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
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White papersHow to Prepare for Market Volatility Before It Strikes Again
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
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White papersWhere will the pieces fall? Takeaways from 2023 AWIF
This year’s edition of the Amundi World Investment Forum (AWIF) was called “The global shake-up, where will the pieces fall?” and focused on the transformative time we are living in.
