All Asset allocation articles – Page 3
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White papers
Unleashing 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 papers
The 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 papers
Four 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 papers
How 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 papers
Fixed 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 papers
Asset-Based Finance: Private Credit’s Key Diversifier
Private capital is increasingly being used to finance consumer spending.
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White papers
De-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 papers
3 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 papers
Real 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.
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White papers
Allocation Views: A healthy correction
An improving macro environment is typically associated with strong markets, which is causing Franklin Templeton Investment Solutions to maintain a tilt toward riskier assets.
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White papers
Hedge Fund Outlook H2 2024
Hedge Funds (HF) are up 4.2% year-to-date as of March 2024, which compares well with diversified global allocations, including 40/60 Equity/Bond portfolios which are up around +2.2% and have higher volatility. HF performance year-to-date was led by CTAs, EM focused and L/S Equity both Directional and Neutral. Overall, the HF industry continued to produce very strong alpha, up an estimated 6%+ y/y.
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White papers
Hot Commodities
We think the asset class stands to benefit from our base scenario, while having the potential to outperform and act as a hedge should tail risks be realized.
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White papers
UK Real Estate: Talking Points April 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 papers
Positive Stock-Bond Correlation: Prospects & Portfolio Construction Implications (April 2024)
As part of PGIM IAS’s ongoing research on strategic portfolio construction, we have explored the macro drivers, global linkages, and portfolio construction implications of stock-bond correlation in a series of papers dating back to 2021.
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White papers
Asset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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White papers
The new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papers
Cash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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Video
Meet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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White papers
Family Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papers
Breadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.