All Asset allocation articles – Page 7
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White papersCross Asset Investment Strategy - December 2022
We believe the Fed would keep rates in restrictive territory in the near term. This, coupled with concerns over earnings, allows us to stay cautious on risk assets but with select opportunities in US equities, businesses with strong balance sheets, and quality, value and dividend oriented stocks.
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White papersAmundi Pension Funds Letter n°16
December, the month where festive end-of-year preparations and celebrations shift into top gear, just as commentators become busy reflecting on the past year and making predictions for the next.
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White papersPension funds: reorienting asset allocation in an inflation-fuelled world
After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.
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White papersHow to Invest in Energy Transition in Emerging Markets and Improve Lives
A boutique investor, now part of Mirova, has become a market leader in financing solar power projects in emerging markets
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White papersCross Asset Investment Strategy - November 2022
Tightening monetary policy and slowing economic growth lead us to keep a cautious stance on risk assets, in light of potential liquidity and refinancing issues, particularly in low quality credit. We prefer US IG (over HY) segments and selectively like EM hard currency debt.
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White papersPrivate assets: routes in for investors
Many investors could benefit from an allocation to private assets, and democratisation means the options for those considering it are expanding. A wealth manager with specialist knowledge of the sector explains.
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PodcastPrivate Credit Investor Panel: Live from Barings 360
Jon Bock, CEO of Barings BDC, moderates a wide-ranging discussion with leading private credit investors at the recent Barings 360 conference.
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White papersHow do institutions segment their investment universe?
In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any Investment Policy Statement (IPS) – and how to articulate their asset allocation across different horizons.
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PodcastThe Investment Podcast: Time to allocate to mispriced consumer finance opportunities?
Imagine a new global financial crisis (GFC) materialising every year from here. The market seems focused on the fact that it will get tougher for consumers, and is in some cases pricing in default rates equivalent to GFC levels of stress, for years to come.
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WebinarThe Credit Call: Unconstrained Credit, October 2022
Fraser Lundie, CFA, Head of Fixed Income – Public Markets, is joined by Orla Garvey, Senior Fixed Income Portfolio Manager and Vincent Benguigui, Senior Credit Portfolio Manager. The team touches on some of the key drivers that have shaped the Fund’s performance to date and why they feel that a dynamic allocation to credit is beneficial to unlocking future returns.
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White papersAsset Allocation Committee Outlook: 4Q 2022
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papersTighter Conditions Begin to Squeeze the Economy
As the economy slows, an epic climb in short-dated rates and bond yields appears to have shocked investors into accepting the prospect of stickier inflation, but they still seem reluctant to price for substantially lower earnings.
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White papersBe Wary of Bear Market Rallies
We may want to be optimistic about inflation and rates, but that only delays the hard questions we are likely to face as we enter the new economic era.
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White papersInvesting in the currency of decarbonisation
At Lombard Odier, a core investment conviction is that carbon markets will play a central role in accelerating the global economic transformations as part of a sustainability transition towards a Circular, Lean, Inclusive and Clean model (the CLIC® economy).
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White papersCross Asset Investment Strategy - October 2022
Geopolitical risks, inflation and hawkish central banks translate into a cautious stance on risk assets such as credit, in which, a deceleration in growth (and its impact on earnings) could create concerns over cash flows and liquidity, especially for the lower rated companies. Hence, we prefer US IG and are defensive on HY.
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White papersA better ‘airbag’ makes CHF bonds attractive
The first half of 2022 showed that even safe CHF bonds are not immune from painful losses. After many years of excellent performance, the portfolio with all Swiss bonds, for example, did about as poorly as Swiss equities.
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White papersCapital Commitment
Over ten trillion dollars are allocated to private market funds that require outside investors to commit to transferring capital on demand; most of these funds are Private Equity (PE). We show within a novel dynamic portfolio allocation model that ex-ante commitment has large effects on investors’ portfolios and welfare, and we quantify those effects.
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White papersAccessing CLOs: risk, return and liquidity considerations
Outlines how to access and invest in the CLO market Compares open-end vs. closed-end CLO fund structures and single-manager and multimanager CLO approaches
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White papersQ&A: The asset allocation process of a long-term investor
Views from the TIAA General Account
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White papersMulti-Asset Allocation Views: Seeking alternatives to equities
In this Allocation Views, companies globally expect profit margins to increasingly come under pressure over the coming quarters. Our Franklin Templeton Investment Solutions team share their views on which asset classes are best positioned.
