All Asset allocation articles – Page 3
-
VideoTalking Markets – Premier Miton (Ireland) Global Dynamic Credit Fund
What will steer bond markets in the months ahead? Lloyd Harris, Fund Manager of the Premier Miton (Ireland) Global Dynamic Credit Fund, shares why he believes the US is poised to stimulate both the economy and markets, and what this could mean for interest rates, credit spreads and bond valuations. He also considers the geopolitical risks currently sitting in the background, how these could feed through into higher commodity prices, and why that matters for inflation and bond investors.
-
White papersThe Fed’s pause highlights value of diversification
The U.S. Federal Reserve paused rate cuts after three consecutive reductions, citing stronger labor data and consumer spending. With an upgraded 2.0% growth forecast for 2026, elevated market valuations, and a slower pace of Fed rate cuts, investors may benefit from portfolio diversification. Our latest analysis explores potential opportunities across dividend-growing equities, senior loans, and alternative assets like farmland as investors seek to balance risk and return objectives in this evolving environment. Read the full analysis.
-
White papersPloughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability. Yet these challenges are catalysing a transformative opportunity. Precision agriculture technologies, which optimise input use and automate operations, are poised to deliver both sustainability gains and compelling economic returns.
-
White papersUnderstanding ETF currency hedging: Why it matters, how it works and real-world examples
In an increasingly interconnected financial world, investors routinely allocate capital across borders, seeking diversification and growth opportunities. However, investing internationally and holding assets denominated in currencies other than the home currency exposes portfolios to currency risk.
-
White papersAsset Allocation Committee Outlook: 1Q 2026
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
-
VideoTalking Markets – US Opportunities, January 2026
What if market consensus has it wrong? In this edition of Talking Markets, Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, unpacks the biggest shocks of 2025 - from abrupt tariff escalations and AI‑driven exuberance to an unexpected economic revival. He also explains why he believes high‑quality businesses are currently undervalued, and shares his outlook for what 2026 may bring.
-
White papersEmerging Markets: The Next Phase in Market-Broadening
At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. We expect EM risk assets to continue to deliver.
-
White papersStrategic Integration of Private Assets into Multi-Asset Allocations
This study presents a practical framework for sizing private asset allocations and planning capital commitments from the perspective of a Multi-Asset allocator. In today’s evolving investment landscape, private assets have become a crucial element of institutional portfolios, offering distinct advantages such as enhanced diversification, the potential for higher risk-adjusted returns, and lower correlation with traditional public markets. However, integrating illiquid investments into multi-asset portfolios introduces a set of unique challenges that CIOs must navigate carefully.
-
White papersEngineering Alpha at scale
Jon Glidden on Delta Air Lines’ pension turnaround and what alternatives can deliver
-
White papersEmbracing Risk in a Shifting Macro Regime
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
-
White papersEmbracing infrastructure opportunities: Infrastructure allocations gain momentum as investor interest grows
Infrastructure’s youth underpins growth in allocations
-
White papersIs the hedge fund juice still worth the squeeze?
How evolving fund structures, investor requirements and cross-asset innovation are reshaping the hedge fund value proposition
-
White papersExtended Fixed Income: Seeking Returns in Public and Private Debt
In an environment where rates are normalizing and credit spreads are tight, European insurers are seeing a mix of interesting opportunities in emerging markets debt, private credit and securitised products.
-
White papersWhen credit demand follows supply
Corporate issuers are increasingly traversing the global credit markets to optimize their funding strategy. Investors should adopt the same mindset, argue David Mechlin and Eileen Liu.
-
White papersMore growth, less heat: January macro and asset class views
Consensus growth forecasts for the US and other advanced economies have been repeatedly revised higher since Liberation Day for both 2025 and 2026. We still think a 2% US GDP forecast for 2026 is too low.
-
White papersRelative Value & Tactical Asset Allocation Q1 2026
The dispersal of artificial intelligence (AI) and related technologies across the economy is creating both optimism and pessimism. Job disruptions caused by the spread of this technology appear to be manifesting in rising youth unemployment, a development that has real social and economic impacts in both the short and long term — both on the workers directly impacted and on their families.
-
PodcastMonetary policy resolutions for a new year - Global Investment views by Outerblue Convictions
It’s the time of year to look ahead, reflect back on what has happened, and make resolutions for the coming year. After explaining our market forecasts and investment views for 2026 in last month’s podcast, in this episode we’re focusing more closely on a key factor that drives market movements, monetary policy.
-
White papersMulti-asset credit investing: A quantitative framework
The credit universe has expanded far beyond government bonds and investment-grade corporates. Today’s investors navigate high yield, leveraged loans, securitized assets, emerging markets debt and private credit, requiring a disciplined approach to capture value across complexity. Discover how a quantitative framework integrating capital market assumptions, risk modeling and optimization can help institutional investors construct portfolios tailored to specific objectives, from matching insurance liabilities to meeting pension obligations.
-
White papersKeeping the lights on: How utilities are meeting AI’s energy needs
As we head into year-end, the question on many investors’ minds is: “What’s next?” While some themes have run their course, one opportunity continues to stand out - listed infrastructure. In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why affordability concerns remain and how innovative solutions and cost-sharing models are emerging to address these challenges.
-
VideoHow can Money Market Funds ensure liquidity as well as an attractive yield?
In a new video, Joanne Bartell, Portfolio Manager for Liquidity, outlines why money market funds can potentially outperform traditional bank deposits, how combining trader and portfolio manager roles can boost investment decision making, as well as providing a perspective on the current cash management landscape.
