All Asset allocation articles – Page 7
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White papersHarnessing Yield—and Growth—in Multi-Asset Income
Multi-asset investors should use a diversified toolkit to generate income efficiently.
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White papersUnlocking Alpha in 2026: The Case for Hedge Funds
We have spent much of the last few years highlighting to clients and prospects alike the benefits hedge fund exposure can potentially bring to portfolios. From their downside protection characteristics in times of volatility, to how hedge funds can positively contribute to the traditional 60/40 equity-bonds portfolio construction, we continue to believe in the important role hedge funds play as part of wider asset allocations. And now it seems the wider market is beginning to open up to what we have been preaching.
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White papersThe future of alternatives: Insights from nPOWERED
What do today’s dynamic markets mean for long-term investors navigating complex structural shifts and evolving asset classes? At the recent nPOWERED event, Nuveen gathered leading experts, policymakers, and practitioners to explore trends shaping capital allocation strategies. This summary examines four key themes emerging from these discussions: the acceleration of AI and digital infrastructure investing, the evolving relationship between public and private markets, macroeconomic and geopolitical considerations, and the integration of energy transition and sustainability objectives in portfolio construction. Find out more.
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White papers2025 in review, 2026 positioning: A US investor outlook
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, reflects on a year shaped by two powerful and opposing forces in US equities. 2025 saw a sharp shock to economic confidence, set against a renewed wave of optimism driven by accelerating investment in artificial intelligence. As we move into 2026, understanding how these dynamics played out, and how they may now be evolving, is critical to positioning portfolios for the year ahead.
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PodcastTracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
After a flurry of headlines and announcements from the annual World Economic Forum in Davos in January, one key message is likely to survive after most of the speeches have been long-forgotten; The world is facing a rupture in the international order.
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White papersDon’t overlook the world: The case for going global in equity investing
Argues that global diversification offers better risk-adjusted returns as leadership broadens beyond U.S. equities.
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White papersFederal Reserve Chair Nomination: Kevin Warsh
Looks at what a potential Kevin Warsh nomination could mean for Fed policy direction and market expectations.
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White papersDiversification is the response to rupture
Long after most of the speeches made at Davos 2026 are forgotten, the one message that will reverberate is that politicians, businesses and investors face a rupture in the international order. All three groups are drawing the same ineluctable conclusion: they must diversify to survive and thrive in the new environment.
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VideoTalking Markets – Premier Miton (Ireland) Global Dynamic Credit Fund
What will steer bond markets in the months ahead? Lloyd Harris, Fund Manager of the Premier Miton (Ireland) Global Dynamic Credit Fund, shares why he believes the US is poised to stimulate both the economy and markets, and what this could mean for interest rates, credit spreads and bond valuations. He also considers the geopolitical risks currently sitting in the background, how these could feed through into higher commodity prices, and why that matters for inflation and bond investors.
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White papersThe Fed’s pause highlights value of diversification
The U.S. Federal Reserve paused rate cuts after three consecutive reductions, citing stronger labor data and consumer spending. With an upgraded 2.0% growth forecast for 2026, elevated market valuations, and a slower pace of Fed rate cuts, investors may benefit from portfolio diversification. Our latest analysis explores potential opportunities across dividend-growing equities, senior loans, and alternative assets like farmland as investors seek to balance risk and return objectives in this evolving environment. Read the full analysis.
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White papersPloughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability. Yet these challenges are catalysing a transformative opportunity. Precision agriculture technologies, which optimise input use and automate operations, are poised to deliver both sustainability gains and compelling economic returns.
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White papersUnderstanding ETF currency hedging: Why it matters, how it works and real-world examples
In an increasingly interconnected financial world, investors routinely allocate capital across borders, seeking diversification and growth opportunities. However, investing internationally and holding assets denominated in currencies other than the home currency exposes portfolios to currency risk.
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White papersAsset Allocation Committee Outlook: 1Q 2026
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
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VideoTalking Markets – US Opportunities, January 2026
What if market consensus has it wrong? In this edition of Talking Markets, Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, unpacks the biggest shocks of 2025 - from abrupt tariff escalations and AI‑driven exuberance to an unexpected economic revival. He also explains why he believes high‑quality businesses are currently undervalued, and shares his outlook for what 2026 may bring.
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White papersEmerging Markets: The Next Phase in Market-Broadening
At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. We expect EM risk assets to continue to deliver.
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White papersStrategic Integration of Private Assets into Multi-Asset Allocations
This study presents a practical framework for sizing private asset allocations and planning capital commitments from the perspective of a Multi-Asset allocator. In today’s evolving investment landscape, private assets have become a crucial element of institutional portfolios, offering distinct advantages such as enhanced diversification, the potential for higher risk-adjusted returns, and lower correlation with traditional public markets. However, integrating illiquid investments into multi-asset portfolios introduces a set of unique challenges that CIOs must navigate carefully.
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White papersEngineering Alpha at scale
Jon Glidden on Delta Air Lines’ pension turnaround and what alternatives can deliver
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White papersEmbracing Risk in a Shifting Macro Regime
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
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White papersEmbracing infrastructure opportunities: Infrastructure allocations gain momentum as investor interest grows
Infrastructure’s youth underpins growth in allocations
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White papersIs the hedge fund juice still worth the squeeze?
How evolving fund structures, investor requirements and cross-asset innovation are reshaping the hedge fund value proposition
