All Asset allocation articles – Page 7
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White papersShaken, but not stirred
The U.S. economy remains resilient but is gradually losing momentum, while policy uncertainty continues to cloud the global outlook. Selective opportunities are emerging in fixed income, private markets, and high-quality equities supported by solid fundamentals.
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White papersWhy should investors consider sustainability in CDI?
Whilst institutional investors may have a sustainability approach for their core fixed income portfolio, reflecting it within a cashflow driven investment strategy (CDI) is still a growing concept. CDI strategies are designed to provide a regular income stream from bond coupons and maturities to help address a pension fund’s income requirements. Given their long-term nature and broad fixed income allocation, they are well placed to reflect outcomes beyond that of income requirements.
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White papersOpportunity Amidst Uncertainty
Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
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White papersCautious Optimism Amid Policy Uncertainty
Despite ongoing policy uncertainty and tariff-related volatility, we are cautiously optimistic thanks to resilient economic fundamentals, broadening equity market performance, and the potential for pro-growth policy shifts later in the second half of 2025.
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White papersRelative Value & Tactical Allocation Q3
MetLife Investment Management expect a more moderate decline in economic activity as the shock from “Liberation Day” tariffs fades and, as policy evolves toward an end state, consumers and businesses begin to behave more normally after initially pulling back sharply in response to the volatility.
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White papersUnmasking the potential: navigating opportunities, myths and strategies in EM Private Credit
Private Credit has grown c.10-fold since 2008, but funding shortages remain particularly pronounced in Emerging Markets (EM), which hold c.90% of the global population and c.50% of GDP but less than 10% of Private Credit AuM.
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White papersUS enters Israel-Iran conflict
Over the weekend, the United States launched airstrikes on three key Iranian nuclear sites, escalating tensions in the Middle East. While the full extent of the damage remains unclear, we expect Iran to retaliate, though likely in a manner aimed at avoiding deeper US involvement.
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White papersHow to adapt and respond to choppy waters
The global outlook is overshadowed by uncertainty, which can make asset allocation tricky. However, a multi-asset approach to credit investment can provide a vital degree of stability amid the turmoil.
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White papersRide the policy noise and shifts
A rewiring of the global economy is forcing investors and policymakers to proceed with caution. Such prudence is justified. There may be superficial parallels with the trade shock delivered by the pandemic, but limited lessons can be drawn from the temporary disruptions that occurred at the start of the decade. Today, the US administration’s approach to commerce, security and international relations is ushering in structural changes that will outlast its tenure.
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White papersPrivate diversification still attractive
“Private markets: infrastructure and private debt will likely continue to attract flows and may deliver performance. A bottoming process should gain traction for real estate and private equity over H2.”
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PodcastThe End of US Exceptionalism?
Rick Brink: Hello, everyone, and welcome to this very first installment in our new AB series, Beyond Consensus: Thoughts from the Dismal Roundtable. My name is Rick Brink, Market Strategist within AB’s Client Group.
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White papersA 20,000-Foot Perspective: Fiscal Policy Takes the Lead
Recent volatility in traditionally “sleepy” Japanese bonds bears watching as fiscal policy becomes the chief policy lever globally; the country’s role as one of the world’s major creditors means that what happens there could have far-reaching impact.
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White papersHow Fixed Income can (still) Provide an Anchor to Windward
Fixed income ideas for choppy markets. The bond market has been turbulent this year, calling into question fixed income’s role as a stabilizing force in portfolios. Learn four ways you can position your fixed income allocation to help steady your performance.
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White papersMacro Monthly: The ‘Sell America’ trade and its limitations
Market narratives change fast. Entering 2025, most investors were all-in on US exceptionalism. President Trump’s tax cuts and de-regulatory agenda were expected to boost the US growth and earnings outlook, while tariffs would be disproportionately negative for the rest of the world. Investors came into the year overweight US stocks and the US dollar.
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White papersAsset Allocation Update – May 2025
Headlines remain dominated by tariff discussions, and we have seen significant row back from the more extended and aggressive tariff levies that caused such distress in markets in early April. However, where there have been ‘deals’ the base line of a minimum tariff of 10% from the US remains in place, which suggests that while there is flexibility around the reciprocal tariffs, the tariff environment will still be substantially higher than in recent years.
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White papersNavigating the Future: Key Investment Shifts in Life Insurance in 2024
In 2024, the life insurance industry continued to evolve, driven by strategic shifts in asset allocations and investment strategies. As insurers navigate a complex economic landscape, they are increasingly focusing on enhancing yield potential while managing risk.
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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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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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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.
