All Asset allocation articles – Page 30
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White papersScience and Art: A Framework to Unlock Multi-Asset Opportunities
Strategic allocation poses big challenges today—and multi-asset portfolios can help.
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White papersEconomic Insights: February 2018
What happens after growth peaks? A bit of deceleration. When things are so good they can’t get any better, they usually don’t. Still, the robust momentum should carry well into 2019.
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White papersHow to achieve the UN Sustainable Development Goals through savings and investments
With increasing interest from clients to know how asset managers can help them contribute to the UN SDGs, we take a closer look at some of the strategies that can be deployed to achieve this.
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White papersColin Moore: Absence (of market volatility) made the heart grow fonder
Investors loved the markets while volatility was absent, but now it is back it should be a salutary reminder that it is part and parcel of investing.
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White papersDaisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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White papersDara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
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White papersNeil Robson: Technology and demographic trends in 2018
The pace of technological change is one of the key themes of recent years, and many believe it has now grown to such a point that many believe the sector is overvalued.
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White papersGerry Frewin: Generating a consistent income from bricks and mortar in 2018
The UK market has continued to benefit from sustained investor in-flows.
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White papersIn Credit: A journey beginning with a single step?
The long journey to policy normalisation in Europe began last week with a barely perceptible step.
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White papersReaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papersAsset Allocation Update: New year, evolving views, same growth aims
As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.
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White papersResponsible Investment Quarterly: Q4 2017
On the heels of two good years in the bond market, the best days for fixed income are likely behind us.
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White papersGlobal Perspectives: US Tax Reform
President Trump signed the Tax Cuts and Jobs Act into law on 22 December 2017, marking the first significant reform of the U.S. tax code since 1986.
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White papersHow to use a lean, green weighing machine
Investors are increasingly challenging the notion that traditional benchmarks represent their default guide to allocating capital. Nowhere is this more evident than in the wish to allocate capital responsibly for the long-term.
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White papersRight outcome & real income: a Multi-Asset approach
For most investors, diversifying via uncorrelated - or less correlated - sources of performances is key to medium / long term investment success, while efficient asset allocation becomes even more relevant in the current regime of low yields and lower returns.
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White papersIs it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
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White papersSynchronised upswing in global growth drives positive equities outlook
The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. Corporate profits are rising, trade is expanding, and growth is robust in the US, Europe and beyond. Asia is benefiting from this global phenomenon and a continued uplift in China.
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White papersFixed income playbook 2018: less risk, more diversification
On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.
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White papersEurope: economic optimism and fewer wins for the populists
As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.
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White papersTechnology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
