All Asset allocation articles – Page 2
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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.
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White papersAllocation Views: Step to the sidelines
Our Franklin Templeton Investment Solutions suggests the outlook for global economic activity remains constructive and should support moderate return prospects for riskier assets in the medium term.
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White papersBuyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
In a keynote interview conducted by Buyouts, Tristram Perkins, Ben Perl, and Victor Ko discuss how liquidity challenges seem to be fueling secondaries dealflow, presenting compelling opportunities for buyers.
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White papersIncome…with a Side of Growth Potential
We think today’s market landscape calls for a different mix in multi-asset income strategies.
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White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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White papersThe lost art of credit analysis in buy and maintain management
As we move into the later stages of the credit cycle, effective risk management within core fixed income portfolios is an increasingly pertinent issue for insurance companies. With corporate balance sheets under increasing pressure, traditional buy and maintain credit management strategies are being tested for the first time, placing increased focus on the benefits of a more active approach to long-term credit allocations.
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White papersFour Themes Emerging in Life Insurers’ Asset Allocations
Life insurers are continuing to move toward less liquid securities—which provide the potential for yield enhancement—while simultaneously de-risking from a credit perspective.
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White papersHow are UK asset owners repositioning fixed income portfolios?
We surveyed 100 fixed income asset allocation decision makers at public and private pension schemes, OCIOs, insurers, endowments and foundations between February and March 2024. We captured their thoughts on a range of topics including the fixed income market environment, intentions and attitudes to credit markets and to emerging market debt, plus thoughts on active management.
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White papersFixed Income Horizons Survey 2024
The Capital Group 2024 Fixed Income Horizons Survey captures the views of 100 UK asset owners, including pension funds, OCIO providers, insurers, endowments and foundations. The quantitative survey was conducted by CoreData Group during February and March 2024. This report also includes insights from a series of in-depth qualitative interviews with senior investment leaders at UK asset owners. The questions were focused on respondents’ asset allocation views and attitudes to different areas of fixed income markets.
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White papersAsset-Based Finance: Private Credit’s Key Diversifier
Private capital is increasingly being used to finance consumer spending.
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White papersDe-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
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White papers3 years of TargetNetZero Equity: a genuine transition approach
The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.
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White papersReal and alternative assets in focus in the strategic asset allocation
Our 2024 CMA outlines the general attractiveness of real and alternative assets compared to listed assets and confirms good opportunities in terms of risk/return profiles. The attractiveness of these assets is linked to the remuneration for the liquidity risk exposure.
