All Asset allocation articles – Page 4
-
White papersAI Boom or Bubble? Lessons from the Dot-Com Period
The rapid growth of artificial intelligence has led investors to question whether the recent rally in AI-related stocks is a sign of a speculative bubble. This paper compares the current AI driven market to the dot-com boom of the late 1990s.
-
White papersCross Asset Investment Strategy - April 2026
Topic of the month - Asia and the energy shock
-
White papersGold: a correction driven by positioning, not fundamentals
Gold has undergone a meaningful sell-off in recent weeks, but we believe the move has been driven more by a repricing of short-term macro fears than by any deterioration in the metal’s medium-term fundamentals.
-
White papersThe energy test for European sectors
We believe that European companies’ Q1 earnings should remain relatively robust.
-
White papersGlobal market perspectives 2Q 2026: Hope for the best, ready for the worst
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
-
White papersThe oil shock: From higher inflation to lower growth
Europe’s growth story is gaining real momentum, and this time, the fiscal firepower behind it is hard to dismiss. From Germany’s historic infrastructure and defence spending surge to spread compression in Spain and Italy, the macro backdrop across Europe is shifting in ways that matter for fixed income investors. Read the full macro outlook to see where we see the most compelling opportunities across European bonds and what the outlook means for your portfolio.
-
White papersPortfolio manager Q&A: MDT Market Neutral
We asked Dan Mahr, Head of MDT, to discuss MDT’s market neutral strategy — its history, approach and how it may fit within a portfolio. Please find edited excerpts from the conversation below.
-
White papersAI’s return on investment debate: two simple questions
Over the past decade, spending on artificial intelligence (AI) has represented one of the largest waves of private investment in modern history.
-
White papersWhat Does the Iran War Mean for Emerging Markets?
In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise.
-
White papersShifting war realities affect markets
Oil price and equity movements over the past weeks suggest how quickly markets can shift from an overly pessimistic to an overly optimistic scenario and vice versa. This reinforces our view that investors should maintain long-term convictions and avoid areas of high concentration risks.
-
White papers2Q 2026 Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets.
-
White papersUnlocking green, social and sustainability bonds’ full potential
The green bond market may have reached maturity, with established issuance patterns and fewer surprises in store, but maturity does not mean a less attractive market for investors nor that its full investment potential has already been reached.
-
Asset Manager NewsNew $1.2 billion Institutional Mandate
Charter Hall Group (ASX: CHC) today announces the onboarding of a $1.2 billion diversified direct property mandate with an existing institutional client. The details of the portfolio are confidential.
-
White papersThe shift in how the world sees farmland: An asset that sits between categories
Investment categories tend to last longer than the conditions that created them. Real estate, infrastructure and private markets were shaped in a period when natural systems felt predictable and globalisation appeared steady. Those assumptions carried portfolios for decades.
-
White papersRelative Value & Tactical Asset Allocation – Q2 2026
Our quarterly Relative Value and Tactical Asset Allocation combines insights from our investment teams and the Global Economic and Market Strategy team to assess relative value across major asset classes.
-
White papersMuni bonds have been resilient amid uncertainty
The municipal bond market had a bumpy start to 2026, but Nuveen’s latest quarterly outlook suggests the story is far from over. With taxable-equivalent yields near historic highs, record fund inflows, and a steep yield curve rewarding those willing to extend duration, there may be more opportunity in today’s volatility than meets the eye. From credit divergence in health care and higher education to shifting technical conditions, the details matter. Explore the full report to see how Nuveen is navigating the landscape heading into the second quarter.
-
White papersBetween Two Phases
Even if the U.S. ends its war with Iran in the next few weeks, it’s uncertain whether the Strait of Hormuz will reopen in the near term, likely keeping oil prices elevated. We outline two key phases to assess where we go from here.
-
White papersPrivate Assets in Portfolios: Reassessing the Strategic Case
The private credit industry has been under intense focus in the early months of this year, with questions being raised about its role in portfolios. The Achilles heel of the industry has always been the charge that it is untested, at least in its present form, in a default cycle. Do recent developments mark such a fear coming to fruition?
-
White papersGlobal Macro Outlook: Second Quarter 2026
US foreign policy became the key variable for financial markets in the first quarter. As the Middle-East conflict expands, oil price shocks could become stagflationary, but it’s too early to know the magnitude. Our base case is that the global economy will remain resilient to this shock—as it has to many others this cycle.
-
White papersPrivate credit under pressure, but opportunities still exist
The private credit industry, now totaling $2.2 trillion in assets and growing, is coming under increasing pressure as the conditions that supported its rapid growth have fundamentally changed. Driven by strong investor demand for yield and the pullback of traditional bank lending following post-GFC regulatory reforms, private credit funds stepped in to fill the gap, benefiting from greater underwriting flexibility and a willingness to finance borrowers that traditional lenders were less inclined to support.
