All Asset allocation articles – Page 2
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White papersThe future of sustainable investing: Strategies, challenges and opportunities
The sustainable investing landscape has changed considerably over the last few years – what once was a niche, or a secondary, consideration has now become central to how many investors construct their portfolios. In particular we have seen a significant commitment from institutional investors, especially in Europe and Asia.
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VideoTalking Markets – Why infrastructure keeps powering ahead
In this episode of Talking Markets, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why, in a world shaped by geopolitical upheaval and soaring AI‑related energy needs, infrastructure can be a powerful source of dependable income and long‑term growth. This is a marketing communication.
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White papersUnderstanding retail investors: a clustering approach
The Amundi Investment Institute, in partnership with Crédit Agricole du Languedoc, the University of Montpellier, and Montpellier Business School (MBS), has forged a unique collaboration dedicated to advancing our understanding of individual investors’ financial preferences and needs. This partnership combines academic rigor with practical insights from the financial industry, creating a rich foundation for exploring the evolving landscape of retail investment behavior.
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White papersPlatform depth will define real estate capital opportunities in Europe
European real estate capital markets are entering a new phase. After a prolonged period of price discovery, we are now seeing a shift toward selective, conviction-led deployment.
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White papersAfter the Annuity: Managing the Effects of Pension Lift-Outs
Annuity purchases are popular and effective ways for U.S. corporate pensions to derisk balance sheets through a pension risk transfer (PRT). The average corporate pension has been fully funded since 2022, and plans have taken advantage of their improved funded status and higher interest rates to engage in record levels of PRTs.
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White papersIncome-generating real estate strategies in an uncertain world
In a risk-averse macro environment, investors are prioritising income stability. LaSalle Investment Management’s debt and core equity leaders across Europe and North America discuss where and how capital can be deployed to target reliable returns.
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White papersOut of distress comes opportunity: The return to office credit
We believe significant dislocation in office lending has created compelling opportunities for investors. Today’s market presents the potential to achieve income-driven, equity-like returns by primarily investing in senior first mortgage loans secured by quality U.S. office properties and supported by robust credit metrics.
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White papersLong-term asset allocation – A resilient world
For all the shocks following the inauguration of Donald Trump as US president, the word most often used when discussing the economic outlook has been ‘resilience’. Neither US tariffs nor war have been able to derail global growth. Forecasts by the International Monetary Fund for economic growth over the next five years are largely unchanged.
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VideoPrivate Credit: From Niche Holding to Portfolio Pillar
Private credit’s been on quite a journey over the past 15 to 20 years. If I look back around on the GFC, it was really a niche asset class. You fast forward to today, it has gone from a niche allocation in investor portfolios to a core part of their portfolio.
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White papersApril CPI report: Fed easing is becoming increasingly unlikely in 2026
After an extended period of cooling inflation, the impact of the Middle East conflict is driving a reacceleration in prices. Headline inflation rose 0.6% in April, lifting the annual rate to 3.8% and approaching a three-year high. Similar to March, energy was the largest contributor, accounting for over 40% of the increase. The more notable development in today’s report, however, was the upside surprise in core inflation, which excludes food and energy.
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White papersStarmer Drama - ‘It’s not about who’s in charge - it’s about the maths’
In the latest Fixed on Bonds blog, Lloyd Harris examines the structural forces behind rising gilt yields, highlighting how markets are responding to debt dynamics, fiscal constraints and policy credibility, rather than political headlines alone.
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White papersPrivate assets: a new return architecture
In the 2010s, private equity returns were largely driven by multiple expansion and financial leverage — both of which are likely to be structurally impaired going forward. The 2026–2035 decade requires a return architecture to be built on several pillars: income yield (contractual coupons, regulated returns, rental income), real earnings and cash flow growth (operational value creation, sector tailwinds), and selective illiquidity and complexity premia over liquid equivalents.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papersChina’s Blueprint: What the 15th Five-Year Plan Means for Global Investors
The Trump-Xi summit will dominate the news. China’s 15th Five-Year Plan could prove the more consequential signal for global investors.
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White papersTalking Markets – Inflation, central bank policy and the changing shape of bond market
Inflation isn’t fading into the background, it’s redefining how investors think about fixed income.
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White papersConsider currency correlation
Currency can bring diversification, but not if the countries react similarly to events.
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White papersSeizing the European Prime Office Opportunity
Prime office properties in supply-constrained, centrally located European submarkets could offer a compelling outlook for rent growth.
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VideoGlobal REITs Update – Q1 2026
In our video update for the 1st quarter of the 2026 calendar year, Portfolio Manager, Macro Colantonio covers key developments in the Global REIT sector and market insights…
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White papersEQuilibrium 2026 Global Institutional Investor Survey
Eight hundred institutional investors. One clear message: the rules of portfolio construction are being rewritten. Nuveen’s 2026 EQuilibrium survey reveals how institutions worldwide are responding to deglobalization, expanding their private market allocations and approaching AI with measured conviction. All while keeping a firm eye on long-term stability. Explore the full survey to see what your peers are doing and what it could mean for your own strategy.
