All Asset allocation articles – Page 4
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White papersPrivate equity: The Red Thread – Alternatives, mid-year edition 2026
Private equity returns had a strong quarter, with steady fundamental performance during a turbulent 1H26 that contained several surprises. Artificial intelligence (AI) fears weighed on software valuations in private equity (PE) portfolios, as funds scrambled to assess the threat of AI to business models. Public software valuations continue to face pressure in AI‑exposed segments, although the market is becoming more perceptive to business model differences. This repricing in public markets increases the risk of delayed spillover effects on private software valuations.
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White papersMay CPI report: War impact remains contained, allowing the Fed to stay on hold
Today’s inflation report reflects ongoing price pressures tied to the Middle East conflict, though the impact remains relatively contained. Headline inflation, primarily driven by energy, rose 0.5% in May, as expected, lifting the annual rate to 4.2%, the highest in over three years. However, inflation concerns were eased by goods deflation and a lower-than-expected Core CPI reading of 0.2%. Even so, the fluid situation in the Middle East suggests the risk of higher energy prices for longer, along with second-round inflation impacts, persists.
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White papersInfrastructure Debt Edge
In this Q&A with AM Best, Orhan Sarayli highlights how infrastructure debt can enhance insurer portfolios through strong risk-return attributes, diversification and long-duration cash flows.
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White papersAviation Leasing: Looking Beyond the Fuel Price Shock
Stress for airlines may be opportunity for lessors.
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White papersThe Case for Evergreen Funds in a Portfolio
Evergreen private equity funds offer institutional and wealth investors a streamlined alternative to traditional drawdown structures — eliminating the j-curve, enabling immediate capital deployment, vintage diversification, and operational simplicity…
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White papersThe New Era of Income Investing
How to design income portfolios beyond traditional stocks and bonds.
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VideoNatural Capital for Impact
Regenerative farming may be one of the most interesting natural capital opportunities for institutional investors. It yields healthier food, restores ecosystems and mitigates climate change while potentially offering sustainable returns. Discover the investment potential of regenerative farming by watching this video.
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White papersThe lifecycle remix: glidepaths, personalisation and private assets
This paper explores how lifecycle investing is being remixed for a new era — through more sophisticated glidepath design, greater personalisation, and the expanding role of private assets in retirement portfolios.
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White papersWhy private equity matters: The case for PE
Most portfolios are built around public markets, but most U.S. businesses are privately held and only accessible through private equity. In the latest edition of “The Lead,” Churchill Asset Management’s Randy Schwimmer makes a compelling case for why private equity deserves a place in private wealth portfolios, from its potential to reduce volatility to its historically stronger returns over full market cycles. Explore the full newsletter to see what the opportunity looks like.
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White papersThe Great Rotation: Why the Recent Value Rally Is Ready to Resume
Barring a protracted stalemate in Iran, we believe value stocks are poised to resume their pre-conflict rally.
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White papersRethinking diversification in a tightly linked global market
Despite the S&P 500’s resilience amid the Middle East conflict, its concentration remains a concern, underscoring the importance of diversification. However, achieving diversification has become more challenging as global markets remain interconnected through AI supply chains, reducing regional differentiation. At the same time, regions most exposed to the Middle East conflict have lost their appeal as effective diversifiers. Against this backdrop, investors must reassess their approach, with a focus on differentiated and independent growth drivers to build more resilient portfolios.
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White papersStock market outlook: 3 themes for the second half of 2026
If you take your cues from the daily news headlines, you can find any number of reasons to feel squeamish about the stock market.
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PodcastDisrupting the world order
In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management.
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White papersEconomic Update June 2026
Global markets are navigating an increasingly uneasy mix of geopolitical risk and shifting macro fundamentals. The escalation in the Middle East has reintroduced a stagflationary impulse via higher energy prices, yet risk appetite has remained resilient. Equities have pushed to new highs even as long‑end bond yields have climbed to multi‑decade levels, reflecting inflation, fiscal and policy uncertainty.
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White papersAsia Pacific’s longevity advantage: What it means for senior living
Longer lifespans, healthier ageing and rising digital engagement are redefining later life across developed Asia Pacific. As preferences shift, traditional senior living models are being tested, opening the door to a new phase of institutional opportunity.
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White papersEmerging Market Debt: Why it Belongs in Your Investment Portfolio
No longer a niche exposure, emerging market debt has become a key allocation that offers income, diversification, and a growing role in investment portfolios.
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White papersMulti-Asset Investments Views: From extreme caution to upside chasing
On 17 April, with the Iranian regime having confirmed US President Donald Trump’s claim that negotiations were indeed ongoing in a bid to put an end to the Middle East conflict, we increased our equity exposure to its maximum overweight.
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PodcastBond Market Volatility, Yield Curves & Equity Resilience - Investment views by Outerblue Convictions
Global markets are being shaped by a fast-moving geopolitical backdrop, with rising tensions in the Middle East and uncertainty around the Strait of Hormuz adding to volatility across rates, credit and equities. In this episode of Outerblue Convictions, host Swaha Pattanaik speaks with Monica Defend, Head of the Amundi Investment Institute, about how the team is interpreting the latest moves in macro and bond market volatility, and what this means for portfolio allocation.
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White papersWhat Are Investors Really Getting from Private Markets?
Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including from public markets. But recent fund redemptions have reinforced that illiquidity isn’t theoretical, raising questions about the benefits of giving up liquidity. We see several—but investors must understand the trade-offs.
