All Asset allocation articles – Page 19
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White papersOutlook 2022
The heads of our investment platforms welcome the New Year with their views for 2022.
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White papersOutlook 2022 - Bye-bye beta
Despite a fifth coronavirus wave rising as we enter the third year of the pandemic, there are reasons to be optimistic for the economic recovery, explain the Generali Insurance Asset Management Macro Research Team. In fact, a global 60-40 portfolio would have risen nearly 40% since the lows of March 2020.
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White papersGlobal Insights Outlook 2022: Past The Peak
Heading into 2022, investors face an entirely new set of challenges than they did at this time last year. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for the first time in nearly three decades, portfolios are facing inflationary pressures brought on by supply shortages.
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White papersRecovery, risks and relationships
While interest rates are likely to creep up in the short term, the long-term structural impacts that have kept rates so low for so long are still in place.
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White papersFixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.
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White papersLiquidity 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 papersMarket 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 Report2022 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 papersRevolution 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 papersDB 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 papersGraph 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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VideoBeyond 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 papersThe 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 papersLevelling 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 papersStrategic 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 papersClearing 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 papersInvestment 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 papersThis 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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Research ReportAsset Allocation: Think portfolio construction
Using a factors-first lens to find opportunities in today’s alternatives market
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Research ReportClearing 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.
