All Asset allocation articles – Page 4
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As rate hikes near end, historic investor opportunity may begin
To say this has been an interesting year in financial markets is an understatement. Equities have been stronger than most expected, and the 10-year US Treasury yield is up 40 basis points as of 13 September. So where are we now as we head into the homestretch of 2023?
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Integrating Climate Risk Into an Insurer’s Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
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Local currency EMD – Why it might be time to reconsider an active allocation
An allocation to emerging market debt (EMD) can offer investors a range of potential benefits in the context of their broader portfolios – not least its low correlation with other sub-asset classes of fixed income. The growth dynamics and strengthening economic fundamentals of many emerging market (EM) countries are attractive to investors seeking growth, income and diversification.
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CLO equity: Where does it fit in investor allocations?
Choosing the right “bucket” for CLO equity is critical for investors seeking to optimize portfolio allocations
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Working the Margins
While this is no time to be making major calls on asset allocation, in our view, there are abundant opportunities for generating incremental returns.
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Is now the time to consider allocating to US small- and mid-cap growth stocks?
Small- and mid-cap growth indexes today paint a compelling picture. Historically, small- and mid-cap growth equities have demonstrated return potential following bear market periods.
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Could inflation surprises unsettle markets?
There is an old investment adage that says: “buy the rumor and sell the news”. Markets tend to try to anticipate forthcoming data such as inflation numbers, with investors building positions ahead of time based on their expectations. Once the outcome is confirmed, investors take profits (or cut losses) by exiting positions.
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What if Everything’s Going to Be OK?
Falling inflation, recovering growth, relaxed central bankers—how one of the most widely forecast recessions in history failed to happen.
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The Consumer and the Stock Market
As the “wealth effect” is driven less by house prices and more by investment markets, it may change our views on asset valuations and portfolio construction.
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Notes from the Road…or the Boarding Gate
This short note draws out common themes from our recent conversations and meetings with clients across the US, Canada, Europe and the Middle East. The questions we were asked ranged from monetary policy and inflation to strategic asset allocation, the impact of artificial intelligence and market liquidity.
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Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why they’re doing it now.
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Concentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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Private asset allocations in open-ended funds
Allocating to private assets in open-ended funds can offer investors benefits such as diversification, but there are drawbacks, too, like illiquidity. In this second article in a three-part series drawn from a recent paper, we look at how asset managers can construct portfolios for open-ended funds that include allocations to private assets, providing a way for smaller investors to gain exposure.
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Taking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
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Q&A with Tom Kerr, Part III: Secondary Market Landscape
We are now mid-way through 2023, so we caught up with Head of Secondary Investments Tom Kerr to gain his perspective on the current secondary market environment.
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Q&A with Tom Kerr, Part I: Secondary Market Deal Activity
We are now mid-way through 2023, so we caught up with Head of Secondary Investments Tom Kerr to gain his perspective on the current secondary market environment.
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Global Investment Opportunities in The Energy Transition
To reach Net Zero and avoid the worst effects of climate change, the world needs to wean itself off carbon-intensive energy - fast. For this to be possible every country needs to undergo a complete change to the way it sources, produces and delivers energy. The clean energy revolution is likely to profoundly change the world, but what’s not so clear is exactly how and when these changes will occur. This makes the challenge for investors more acute.
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How to Prepare for Market Volatility Before It Strikes Again
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
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Where will the pieces fall? Takeaways from 2023 AWIF
This year’s edition of the Amundi World Investment Forum (AWIF) was called “The global shake-up, where will the pieces fall?” and focused on the transformative time we are living in.
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Cross Asset Investment Strategy - July/August 2023
The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors. Investors should embrace a dynamic asset allocation (DAA) approach, rethink fixed income and forex investing with a global mindset, pay attention to trends such as Net Zero and the emergence of Asian giants, and be aware of fashionable trends such as AI, while keeping an eye on valuations.