All Asset allocation articles – Page 6
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White papersIn conversation with Andrew Chorlton, CIO for Fixed Income
From Yorkshire to university in Birmingham and bond markets in New York and California, Andrew Chorlton is now CIO for Fixed Income at M&G Investments. But what did his journey entail – and how does he see the role of fixed income in modern portfolios?
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VideoTalking Markets – Premier Miton Tellworth UK Smaller Companies Fund
In this edition of Talking Markets, Paul Marriage, fund manager of the Premier Miton Tellworth UK Smaller Companies Fund, discusses the noise around tariffs, exciting opportunities he is seeing, and why now could be the time for UK small-caps.
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White papersRe-evaluating core equities: the forgotten space
Core equities are regaining attention in 2025 as a balanced way to manage volatility and capture opportunities beyond narrow mega-cap leadership. Active strategies offer key advantages over passive in a shifting market.
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VideoTalking Markets – European Opportunities
Are European equities gaining momentum? In this edition of Talking Markets, Premier Miton European Opportunities Fund Manager, Thomas Brown, discusses recent trends he is seeing in European equities, performance of quality and growth sectors, and where he is currently seeing exciting opportunities.
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White papersFinding the Sweet Spot in the Private Equity Capital Stack
“Capital solutions” has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
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PodcastOuterblue Talks Research – Capital Market Assumptions 2025
Against a backdrop of extraordinary global uncertainty, Amundi’s 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head of Multi-Asset Investment Solutions, to discover this year’s main findings and what’s changed since last year.
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White papersFed’s policy dilemma
“The sequencing of tariffs, tax cuts and deregulation complicates the Fed’s mission and raises concerns about near-term inflation pressures. Nevertheless, we anticipate substantial rate cuts in the second half of the year as weaker growth emerges.”
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White papersDollar in the Doldrums
Why there has been no bounce-back by the greenback, and what that implies for asset allocation.
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White papersUS Healthcare: Attractive Valuation for a Structural Growth Opportunity
US healthcare offers an attractively valued entry point for a strategic overweight allocation. This is despite considerable short-term uncertainty about the evolution of US policy. The sector is trading near historical lows globally; in the US, it is now trading at the deepest discount to the broader market in nearly 40 years based on relative forward price-earnings (PE) multiples. Its share of the broader market is at its lowest in 15 years.
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White papersHow to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
In the past few years, we have seen a growing number of Asian investors setting decarbonization targets for their equity portfolios. Some investors are interested in achieving carbon intensity reduction versus their market-cap based policy benchmark, while maintaining the desired broad market exposure.
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White papers2Q 2025 European Insurance Trends
The latest economic, investment and regulatory developments affecting European insurers.
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White papersHow to effectively use inflation-linked bonds in a portfolio
For the past year, fears over rapidly rising inflation have somewhat receeded and the market’s focus has been elsewhere.
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White papersThe future is bright for European ABS
Investors are increasingly looking to diversify their fixed income investments. Whilst many options are available, one of the most compelling is specialty finance. For investors seeking an alternative source of return together with portfolio diversification benefits, this is proving a compelling destination.
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White papersTariffs: What comes next for stocks, bonds and the dollar?
Given uncertainty around tariff policy, markets will likely continue to gyrate based on the developments of negotiations, along with the evolution of US monetary and fiscal policy.
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White papersTrump has constraints – May macro and asset class views
April has been a month of extremes, but it is in extreme scenarios that we are learning what limitations Trump faces in his bid to reshape the US domestically, and in its relationship with the rest of the world. We think these constraints provide the market with some reassurance that the most negative tail-scenarios can be avoided, even though the economic outlook is set to deteriorate in coming months.
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White papersPrivate Assets likely to stay resilient during market turmoil
Market weakness started in late February, primarily driven by a valuation correction in the US tech sector and a de-concentration of most crowded stocks. This was amplified by declining sentiment amongst households, corporations, and investors.
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White papersSTS ABS: Opportunities and expectations for European insurance investment portfolios
A nascent market, the STS framework for investing in asset-backed securities (ABS) can offer European insurers an opportunity to invest in a robust, high-quality and scalable asset class to diversify their core fixed income allocations.
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White papersUK Real Estate: Talking Points April 2025
Welcome to our quarterly snapshot of real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersAsset Allocation Committee Outlook 2Q 2025
“Much now depends on whether we see a more structured and predictable approach to policymaking in the U.S., especially on trade and the size and cost of government.”
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PodcastVolatility: Finding True Diversifiers
As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how can tools like dynamic diversification help strengthen portfolios?
