All Asset allocation articles – Page 5
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White papers
Could the Rise of AI Mean Falling Prices?
There’s been much discussion of AI’s deflationary potential, but this issue must be viewed in the broader context of other megatrends influencing a new investment regime.
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Podcast
Beyond China: The Emerging Markets Opportunity
What do emerging markets look like without China? Derrick Irwin and Joseph Dore discuss the emergence of EM (emerging markets) equity ex China.
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Podcast
Bonds and Beyond in Today’s Fixed Income Markets
A shift into higher rates globally over the latter part of 2023 has created a new investment regime in the fixed income markets; prompting investors to reassess their strategic asset allocation. Despite the reset of fixed income yields to much higher levels, making the asset class look attractive, how can investors be prepared for potential rate cuts while balancing the exciting opportunities that the market is presenting as we make our way through the current market cycle?
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White papers
Asset Allocation at Official Institutions: Three Critical Steps
Three critical steps for asset allocation at Official Institutions: embrace less liquid markets; explore a fuller credit universe; think globally.
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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
Taking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
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White papers
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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White papers
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.