All Asset allocation articles – Page 2
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White papersThe Next Chapter in EMD: Static vs. Dynamic Allocations
This installment of our Emerging Market Debt series takes a sequential approach to providing our perspective on achieving optimal EMD exposure.
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White papersOptimizing a Global Credit Portfolio
By using a “building block” approach, investors may be able to improve diversification, boost risk-adjusted returns and reduce implementation costs. Our white paper outlines the potential benefits of a modular approach to optimize your fixed income portfolio.
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White papersA Preliminary Language for a Post-Global World
This book sets out what we see as the key issues facing asset owners in the macro environment, and shares the outlook for capital markets, strategic allocation and the future of the investment industry. It will also explore how the next ten years are likely to be very different from the 1980–2020 period.
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White papersUK Real Estate: Talking points July 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 papersUncovering the Unobservable: Have Private Assets Outperformed Public Assets
CIOs struggle trying to compare the investment performance of liquid public assets vs. illiquid private assets, often a crucial first step in asset allocation decisions. For private assets, while it is known that reported returns are smoothed, many CIOs are unaware that reported performance also fails to incorporate many of the real-world constraints to achieve and maintain a private asset portfolio allocation.
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White papersEquity Market Outlook 3Q 2024
Financial headlines suggest that vigorous debate has returned to equity markets. In our 3Q Equity Market Outlook, we highlight key aspects of this shift and discuss what they might portend for markets over the next six to 12 months.
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White papersFive-year investment outlook
Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds.
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White papersThird Quarter 2024 Market Outlook
PGIM Fixed Income’s Third Quarter 2024 Market Outlook
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VideoDiversifying Private Credit Beyond Corporate Risk
Over the past ten years, life insurers have increased allocations to private credit, both as way to hunt for yield in the zero-rate environment as well as to match their long dated liabilities.
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White papersPRT Ready? Private Commitment Pacing In A World of Higher Funding Ratios
Higher interest rates and continued strong equity markets have dramatically improved corporate defined benefit (DB) plan funding ratios. This improvement brings DB plan CIOs new asset management challenges and opportunities.
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White papersHow can human-robot interactions benefit financial decision-making?
“Our research showed that after using the robo-advisor, individuals were more inclined to invest in equities and follow the robo’s recommendations in rebalancing their portfolios towards their target allocations. These enhanced choices led to higher risk-adjusted returns.”
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White papersPreparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
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White papersShifting forces - Adapting to a new investment landscape
After a period of relative stability, waves of structural changes have recently led to a shift in the investment regime. With higher interest rates, inflation and geopolitical fragility, the environment is highly unpredictable. How can investors navigate the challenges ahead?
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White papersBack to basics: why the time is right for a return to multi-asset
The key characteristic that draws investors to a multi-asset portfolio is diversification. Diversification – sometimes referred to as the only free lunch in finance – embeds the idea that if a portfolio holds various asset classes, each with their own return drivers, the outcome is a smoother return profile. In other words, protection on the downside while still participating in the upside market moves.
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VideoHow Insurers Are Addressing Earlier Low-Rate Investments
Ken Griffin recently joined industry leaders on AM Best TV to discuss how insurers are managing assets amid shifting market dynamics and regulatory changes.
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White papersAlternative investments: Asset allocation strategies in a changing environment
Highlights from the “An asset allocation solution for public and private markets” session at the Asia Investment Conference 2024
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White papersA core allocation to CTAs might be as wise as going tactical
Timing CTAs is notoriously challenging. We review the pros and cons of several allocation methods to CTAs.
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White papersBonds, bullets and barbells – what happens after yield curve inversion?
Much has been said recently about when and why investors should consider extending duration. With interest rates at or near peaks, the potential to realise higher yields for longer may also offer the opportunity to achieve greater total returns by extending duration in advance of any decline in rates. When investors determine the time is right to extend duration, they may want to consider different methods for re-allocating available cash.
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White papersFrom stability to agility: nine implications for a new investment landscape
In the post-great moderation world, institutional investors are facing a radically new environment. The underlying assumptions that have driven many investment strategies over the last 40 years must be reexamined. This paper explores nine implications that can help empower investors with the agility needed to navigate the uncertainties of the new economic environment.
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White papersGrasping the Private Markets Opportunity: Accessing Private Credit for UK Defined Contribution Savers
Historically, UK DC pension plans have struggled to invest in private markets. But today, new investing approaches can enable DC savers to access the return potential of markets such as private credit.
