All Asset allocation articles – Page 4
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White papers
Tackling Key Asset-Allocation Controversies
As investors prepare to turn the calendar to 2024, we explore notable issues that run the gamut from private allocations to the prognosis for active equity management.
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White papers
The TNFD: harmonising standards for stewardship on nature
In this third Q&A of a series with LOIM experts, our stewardship team considers what the Taskforce on Nature-Related Financial Disclosures (TNFD) framework means for our engagement actions. The first insight gave investors the big picture of the framework while the second insight delved into implications for companies and asset allocation.
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White papers
2024 Investment Outlook and Asset Allocation
US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.
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White papers
Building a regime-resistant, long-run allocation in multi asset
MARS, our Multi-Asset Research Series, focuses on complex topics in the realm of multi asset to bring quantitative investment research back to Earth. This fourth edition considers how to bridge the gap between existing approaches – the multi-regime distribution of assets and risk-parity investing – in order to optimise risk-based portfolio construction.
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Podcast
The Art of Giving in Philanthropy
As the end of the year approaches, many of us consider what we can we do for those in need. Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction effectively? And particularly during these times of volatility, how can donors optimize their philanthropic efforts?
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Webinar
Webinar | rethink net zero: investing in the transition
Watch the replay of our webinar: rethink net zero: investing in the transition
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White papers
‘The fountain of youth’ – Lindy’s Law and quality growth investing
In 1993, Princeton astrophysicist Richard Gott compiled a list of all the then-current Broadway and off-Broadway shows and noted when each had first opened in New York’s famous theatre district. He then predicted, “how long each show would run, based solely on how long it had been running already”. Ultimately, Gott was proven right – with an accuracy of 95%.
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White papers
Navigating the climate index jungle
The need to understand Climate benchmarks and their personalities
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Podcast
Outerblue Convictions – Steering through turning tides in 2024
A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024.
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White papers
ESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Net Zero initiatives are raising standards and market practices by putting investors at the forefront of the transition to Net Zero, encouraging both real-economy carbon reduction and increasing investments in climate solutions.
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White papers
Net Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papers
Real asset megatrends: Global trends shaping investment opportunities
Megatrends are long-term, global themes forecast to shape and transform society, the economy, and the environment over the next few decades. Investors are able to participate in the propagation of these trends through allocations to real assets, which are tangible physical assets with intrinsic value due to their substance and properties.
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White papers
How to think about bonds in this new world
After the global financial crisis (GFC) in 2008, investors reduced their allocation to bonds, and broadly remained underweight the asset class for more than a decade. In 2022, the long period of accommodative central bank policy came to an end as inflation accelerated.
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White papers
Don’t expect rates volatility to decline overnight
The volatility in interest rates has surged over the past two years as central banks have fought this long-lasting increase in inflation. In this weekly edition of Simply put, we explain how this risk evolution has significantly reshaped our asset allocation.
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White papers
Are Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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Podcast
A Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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White papers
Investing in alternative credit: perspectives on opportunities and risks
Even as traditional fixed income yields appear more attractive, institutional investors continue to explore alternative credit asset classes as a way to potentially improve the risk/return profile of their portfolios.
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White papers
Asset Allocation Committee Outlook: 4Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papers
How are style and inflation risks influencing ESG investors?
Soaring inflation and sharp shifts in equity market leadership have taken their toll on investors over the past 18 months or so. But how are these market events playing out in the ESG arena?
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White papers
Is more monetary tightening really needed?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.