All Asset allocation articles – Page 6
-
White papersPrivate Debt Opportunities in Emerging Markets: Insights for Building Insurance Portfolios
Private debt markets in emerging economies may offer unique opportunities. They can help insurance-industry investors to seek yield enhancement, diversification and less-correlated returns compared to traditional public debt.
-
White papersMonthly Market Viewpoint – Not so exceptional after all
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7 unwind’ rather than tariffs. Lately, it has been self-reinforced panic selling, which we expect will be reversed. We remain optimistic on the medium-term outlook.
-
White papersHow Active ETFs Can Help Investors Fine-Tune Portfolio Construction
Active ETFs deliver the advantages of active management and the ETF wrapper. Thanks to this unique combination of benefits, active ETFs offer investors a flexible, efficient complement to existing allocations that can help diversify their portfolios.
-
White papersHarnessing Technological Change in Private Markets
Private markets present a unique avenue to capitalize on waves of technological change. Investors can do so across three complementary pillars, each with distinct investment characteristics and investment models.
-
White papersTrade tensions: Navigating market risks
Escalating trade tensions are injecting fresh volatility into markets. The U.S. trade deficit, which remains sizable with key partners like China, Mexico, and Europe, underscores the stakes in ongoing trade disputes. However, while tariffs could increase costs and disrupt supply chains, history suggests that markets adapt over time. A well-diversified portfolio remains the best defense against short-term uncertainty.
-
White papersLocal-Currency Frontier Bonds: EMD’s New Horizon
High yields, surprisingly low volatility and strong diversification benefits are attracting investor interest.
-
White papersMarket uncertainty ramps up as geopolitical tensions rise
Market performance has been challenged over recent weeks. The more benign macroeconomic backdrop that investors had in mind going into 2025 has arguably been shattered. The US administration’s challenges to the global trading and security order have the potential to disrupt trade, capital flows, consumption, investment spending and government policy.
-
White papersForward-Looking Climate Metrics in Corporate Bond Portfolios
Moving beyond backward-looking carbon footprinting, this research explores how implied temperature rise, carbon risk ratings, and climate value-at-risk methodologies can provide valuable forward-looking insights for fixed income investors who prioritise sustainability considerations. Discover practical applications, coverage analysis, and implementation considerations specific to corporate bond portfolios. Read the article if climate integration is part of your investment approach.
-
White papersMacro Monthly: American ‘Un’-exceptionalism?
Cracks have emerged in the US exceptionalism theme, with the S&P 500 index flat this year compared to the All Country World ex US index’s 6% performance. Markets such as the Eurostoxx 50 and MSCI China are up 11% and 18%, respectively, in just two months.
-
White papersHow project finance fits into a trade finance strategy
Project finance is a natural complement to trade finance, offering enhanced diversification and attractive risk-adjusted returns.
-
PodcastOuterblue Conversations – Seeking returns in a disruptive era? Analysis of the 2025 pension survey
Each year, Amundi and CREATE interview pension plans to highlight topics shaping the pension ecosystem. As pension investors transition to a new regime, this year, one question is at the top of everyone’s minds: where will the returns come from? The 2024 survey takes a closer look at two of the potential answers in this search for good risk-adjusted returns: private markets and Asian emerging markets.
-
White papersPrivate Markets: As The Ice Breaks
With a liquidity drought fading, investors can return to the more normal task of building private market portfolios designed to pursue unique investment goals.
-
White papersEvolving diversification: New asset allocation approaches for insurers
An overview of opportunities and challenges that exist for insurers
-
White papersTokens, Power, Non-Jobs and Debasement: The case for strategic allocation to tokens
This essay considers the role of tokens and crypto assets as investments. However, rather than just address this question within the narrow confines of investment theory, we approach it via the broader social and political role of tokens. Their growing acceptance raises questions on how the nature of money is changing.
-
White papersCross Asset Investment Strategy - February 2025
Topic of the Month - What Trump 2.0 means for the economy and markets
-
White papersAssessing Sovereigns’ Progress Towards Net Zero for Fixed Income Investors
Is the US on track to achieve net zero emissions by 2050?
-
White papersLong-Term Equity: A Winner for Insurers?
Lower capital charges on a broader array of long-term equity investments could encourage insurers to reshape their asset allocations.
-
White papersAre We Any Clearer About Trump 2.0?
Were 26 executive orders enough to convey the new administration’s direction and resolve the uncertainties in our outlook?
-
White papersUK Real Estate: Talking Points January 2025
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
-
White papersAsset-Based Lending: Does It Work for Insurers?
Asset-based lending became a key topic in investor discussions last year and looks like the new frontier in private credit—but does it suit insurers’ needs?
