All Asset allocation articles – Page 2
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White papersEuropean strategic autonomy: A long-term investment opportunity
Europe is deepening its quest for strategic autonomy. What began as a post-pandemic policy slogan has evolved into a financial reality, with tangible investment implications – Europe now allocates billions annually to defence, industrial resilience, and key technology sectors.
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White papersEuropean equities - European strategic autonomy: A long-term investment opportunity
Europe is deepening its quest for strategic autonomy. What began as a post-pandemic policy slogan has evolved into a financial reality, with tangible investment implications – Europe now allocates billions annually to defence, industrial resilience, and key technology sectors.
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White papersKeep it turning
A spirit of endurance has characterized the market rally of the past year and looks set to persist in 2026. So will some of the asset price paradoxes that are emerging as the global economy transitions to a new innovation-led regime and as geopolitics enters a phase of controlled disorder.
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White papers2026 Investment Outlook
A spirit of endurance has characterized the market rally of the past year. This looks set to persist in 2026 as the global economy transitions to a new innovation-led regime and geopolitics enters a phase of controlled disorder.
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PodcastDeciphering conflicting signals - Global Investment views by Outerblue Convictions
Returning from trips to major summits in Washington and Shanghai, Monica Defend, Head of the Amundi Investment Institute, sits down with our host, Swaha Pattanaik, to discuss the tone on the ground and how this compares to what we’re seeing in the markets and our own economic forecasts for the months to come.
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White papersRethinking equity allocation from a global perspective
Due to the relatively high level of volatility associated with holding equities, it is hard to escape their gravitational pull on total portfolio risk and return.
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White papersThe Rise of the Core-Satellite Approach in Fixed Income Portfolio Construction
While indexed strategies continue to take the starring role in many fixed income portfolios, the remaining risk budget isn’t sitting idle. Learn why the Core-Satellite approach to asset allocation is gaining popularity among institutional investors.
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White papersPivot to Europe: (re)positioning along the new Fixed Income routes
Year to date, European fixed income has delivered broadly positive performance, albeit with pronounced dispersion by sector, curve, rating and country. Active asset allocation and security selection have benefited from divergences across European fixed income markets.
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White papersInsuring the future: The case for diversified private credit
Insurers have long relied on the pick-up in corporate spreads over sovereigns as a core investment strategy, but today’s investment landscape is prompting a strategic rethink for European insurers. As traditional public fixed income loses its edge, private credit is emerging as a powerful alternative. This fast-growing asset class offers insurers a way to tackle key portfolio challenges, boost diversification, and potentially enhance returns. In this paper, we explore how European insurers can harness private credit to help strengthen investment outcomes and build portfolio resilience.
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White papersThe Future of Asset Management: The Macro Imperative
This note outlines an outlook for the asset management industry rooted in our view of the macro investment environment, which suggests that asset owners may need to reexamine their strategic allocations. A higher equilibrium level of inflation, high valuation multiples and less available diversification are not bearish per se, but they do prompt a need to change portfolio design, with the need to protect long-term purchasing power at its heart.
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White papersRetirement Accumulation Strategies with Real Assets and Inflation Risk
This article presents a comprehensive, dynamic asset allocation framework for retirement savings, extending the classical Merton model to include human capital. This framework reconciles the intuitive age-based glide path with financial theory, recognizing that total wealth consists of financial capital and the present value of future contributions.
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PodcastPivot Points: Rediscovering Europe, Japan and Emerging Markets
Amid shifting global market currents, investors are reassessing where the most compelling opportunities lie beyond the US. Shifts in earnings trajectories, valuation dispersion, and evolving policy signals are reshaping the risk-reward across regions and asset classes, prompting a fresh look at how to balance exposures.
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White papersResilient Emerging Markets in the Great Diversification
Despite ongoing geopolitical tensions and policy uncertainty, many emerging markets have demonstrated notable resilience, as recently noted by the IMF, driving strong year-to-date outperformance in both debt and equity versus developed markets. We believe we have entered an era in which geographic and sector diversification is back in focus amid geopolitical realignment, supply chain redesign and an intensifying technology race. This combination favours a reallocation to EMs at a time when these markets are supported by clear structural and cyclical drivers.
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White papersAsset Allocation Committee Outlook 4Q 2025
After a remarkably resilient performance in 2025 for the global economy and markets, the Asset Allocation Committee (AAC) maintains confidence in its overall outlook—continued strength in growth and risk assets over the medium term, with targeted tactical exposures across asset classes and regions.
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White papersCan Europe step into Uncle Sam’s shoes?
Europe has always been seen as the little cousin to the US. This year, however, Europe’s profile from an investment perspective has grown as the US’ reputation of a choice of stability and reliability has taken a nose-dive.
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White papersAre Evergreen funds the future of private market access?
With allocators seeking to balance long-term return potential with operational flexibility, evergreen funds are emerging as a compelling part of the allocation mix, explains Lumyna Investments. Their recently launched Lumyna – Twelve Capital Parametric ILS Fund is one such example.
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White papersFresh breadth? Market concentration in three charts
With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven (“Mag 7”) group of stocks? It appears so, and it represents a healthy move away from the extreme concentration that raised concerns about risks to investor portfolios.
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PodcastPlaying the Long Game: A Tale of Time and Investment
Have you ever wondered how investment professionals navigate the complexities of forecasting asset returns and constructing robust portfolios in an uncertain world? In this insightful conversation, Alla Harmsworth from AllianceBernstein delves into the intricacies of long-term asset allocation, emphasizing the importance of humility in forecasting and the need for thoughtful portfolio construction.
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White papersHow can investors lean into blended finance structures: demystifying credit enhancements
Blended finance structures are key to deploying catalytic capital coming from public, philanthropic, and private sector sources. The combination of the three allow for investors to pool essential capital meeting sustainable or development financing needs (e.g., SDGs, NDCs) in Emerging Markets and Developing Economies (EMDEs).
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White papersAI, cloud computing see data markets mature
Principal Asset Management’s Matt Hackman and Sebastian Dooley see data centres emerge as in-demand asset as a matter of function and investment
