All Asset allocation articles – Page 5
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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White papersMacro Outlook Q2: The economy and markets
Global growth is holding up, inflation is cooling, but geopolitical risks are adding a layer of complexity that investors can’t ignore. From the ripple effects of elevated oil prices to what central banks do next, the economic picture heading into the rest of 2026 is full of nuance. Nuveen’s latest outlook cuts through the noise with clear, grounded analysis to help you make sense of what’s happening and what it means for your portfolio. Read the full update to stay ahead of what matters most.
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White papersPrivate Markets View: 2026 Outlook
We believe the opportunity set for Private Market strategies remains deep.
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White papersLNG Shock – but in a war, someone is always making money
In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, examines the reported damage to Qatar’s Ras Laffan LNG terminal - a facility responsible for around 20% of global imported LNG - and the shockwaves it has sent through energy markets. He also highlights how rapidly expanding LNG capacity in the US and Canada positions North America to play an increasingly important role in supporting global supply in the years ahead.
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VideoContingent capital; a strong case in today’s fixed income market
In this edition of Talking Markets Lloyd Harris, Head of Fixed Income at Premier Miton, discusses how stronger bank capital positions and post‑crisis regulation continue to reshape the contingent capital landscape. He shares why CoCos are increasingly compelling for income‑focused investors, offering a robustness that has held up well through recent market stresses.
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White papersBeyond Bonds: The role Hedge Funds could play in portfolios
Investors over the past few years have had to grapple with elevated geopolitical challenges and uncertainty both over the direction and level of interest rates across the globe. While equity markets have attained record highs, albeit buffeted by the occasional bouts of volatility the same cannot be said for fixed income markets.
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PodcastManaging multi-asset portfolios amid the volatility
The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. If the conflict is short-lived, the cross-asset market reaction would be to reverse the recent fall in valuations… Should the war drag on, time will play against the global economy and price stability – a polar opposite scenario in which equity valuations would fall further.
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White papersOut of the Black Box: Uncertainty Quantification for LLMs via Conditional Probabilities
Autoregressive LLMs generate text by sampling from estimated probability distributions over the next token, conditional on preceding context. We leverage these conditional probabilities to construct an entropy-based measure of prediction uncertainty, which we term inner confidence. Predictions with higher inner confidence are systematically more accurate.
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White papersPure momentum
Momentum trading strategies exploit return persistence, but conventional past-year cumulative-return measures generate a noisy signal that attenuates performance. We propose a pure momentum strategy that identifies trends directly from daily returns. Our method reduces volatility, tail risk, and transaction costs while enhancing profitability. Performance is primarily driven by long positions in winners, supporting theories postulating overconfidence. The bad news, instead, appears to be incorporated more slowly. In particular, we show that omitting the most recent month is unnecessary to identify winners.
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PodcastIran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions
The war in Iran has shaken markets and is threatening the stability of the global economy. As energy prices surge and the news flow comes thick and fast, this month’s host, Silvia Di Silvio, speaks to Monica Defend, Head of the Amundi Investment Institute, to hear her thinking on the crisis and how it is changing Amundi’s investment views.
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White papersBroadening perspectives: Top 10 with… Interview with Ulrich Keller on UGA Solutions
As investors seek broader diversification across alternative asset classes, Unified Global Alternatives (UGA) – Solutions is evolving to meet these demands with flexibility and scale.
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White papersHow North American insurers are positioning for 2026: From building to optimizing
One forecast is a data point. Two hundred and thirty-eight of them start to tell a story. Nuveen’s fourth annual EQuilibrium insurance survey reveals how North American insurers are navigating 2026: maturing their private credit allocations, quietly shifting geographic exposure and leaning into the infrastructure opportunities created by AI and the energy transition. Explore the full survey to see how your peers are positioning and what it might mean for your own outlook.
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White papersIntegrating Geopolitical Risk Into Low Volatility Factor Construction
Financial markets respond not only to quantitative fundamentals but also to narratives that shape investor perceptions of risk, particularly during periods of heightened geopolitical uncertainty. While the low volatility factor has demonstrated robust risk adjusted performance across markets, its construction is typically static and does not account for narrative-driven fluctuations in risk.
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White papersCommercial real estate: Early-cycle advantage as investors reevaluate private credit
Commercial real estate (CRE) is drawing renewed attention as investors reassess allocations amid rising concerns about the durability of private credit returns. Slowing earnings growth, elevated leverage, and tighter refinancing conditions have raised questions about the performance trajectory of some private credit strategies…
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WebinarWebinar replay: How global macro factors and geopolitical events are feeding through to debt markets
Lloyd Harris, Head of Fixed Income at Premier Miton, looks at the key forces shaping debt markets today, from global macro trends to geopolitical developments, and how these influences feed into the team’s strategic investment approach. He also outlines his outlook for the months ahead and highlights where he sees the most compelling opportunities across fixed income.
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White papersLeveraged Finance Asset Allocation Insights: Markets Hit an AI Inflection Point.
The leveraged finance market is currently grappling with an “AI inflection point,” where the early promise of greater efficiency is giving way to a more uncertain outlook, with potential AI-related pressures on revenues and margins. This shift has introduced a sense of anxiety as investors increasingly scrutinize the actual cost of adoption on an issuer-by-issuer basis.
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VideoInvestor takeaways from today’s volatile and rapidly shifting private markets environment
Private Markets 700 research shows that institutional investor return expectations are increasing, regulation, geopolitics, and megatrends are reshaping infrastructure allocations and value add infrastructure opportunities are growing, as infrastructure appetite trends upwards.
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White papersFive reasons to consider an allocation to farmland
With markets still volatile and inflation never far from mind, investors are increasingly looking beyond traditional asset classes for stability and steady returns. Farmland has quietly delivered both for decades, offering income, capital appreciation, and inflation protection while holding steady through recessions. If you’ve been curious about what agricultural land could bring to a portfolio, the data might surprise you. Explore the full piece to see why farmland deserves a closer look.
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White papersInfrastructure: The times they are a-changin’
Essential assets are evolving, linking conventional services with emerging technologies and security needs. Bob Dylan’s enduring classic “The Times They Are a-Changin’” wasn’t just about politics or culture—it was about recognising when a new era is breaking over the horizon.
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White papersFrom Transition to Physical Risk: Rethinking Portfolio Management
Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management. Transition risk has dominated, with portfolio decarbonization anchored in standardized carbon intensity metrics and, more recently, complemented by measures of green intensity.
