All Asset allocation articles – Page 7
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White papersNotes From the Road: Investor Views at the Start of ‘25
We started this year by engaging in discussions with a large number of CIOs and allocators. In this short note, we reflect on key common messages that came out of those discussions, points of consensus and important open questions for the outlook.
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White papersAsset Allocation Committee Outlook, 1Q 2025 - A Delicate Balance
“Overall, we anticipate a supportive backdrop for risk assets, as reflected in our broad asset-class views… The balance is delicate, however, and the risks are piled up on both sides.”
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White papersHedge Fund Outlook H1 2025
HF to lure more interest after a strong 2024 vintage for alpha
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White papersA racing certainty – can big tech beat the odds again?
My Grandad was into horse racing, it was his passion. If you named a horse, he could tell you who its sire and dam were and when he bet it was always “on the nose”. There were no ‘each way’ bets for him! As a youngster I didn’t understand how the same horse didn’t win all the time – surely if it was the fastest once then it would nearly always be the fastest. That was when he explained the handicap system to me – every time a horse won it would carry a heavier weight in its next race. This is what made it interesting, uncertain, unpredictable and his passion in life.
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White papersInvestment Outlook – Finding opportunities and tackling volatility
Already early into the new year, it is becoming clear that ‘looking for opportunities as markets shift’ and ‘dealing with volatility’ are the standout themes for 2025, as we had signalled in our Investment Outlook Opportunities in a volatile world.
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White papersDC and Bonds: The End of the Affair…and a New Beginning
Bonds’ traditional role in pension allocations is over. But they have a new purpose in a lifetime income strategy.
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White papersPrivate Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
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White papersThe Road Ahead: 2025 North America Insurance Outlook
Key themes we see emerging for insurance investors in 2025 involve duration positioning, managing credit exposure, exploring relative-value opportunities, tapping the potential of private markets, and portfolio-liquidity and cash-management considerations.
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White papersThe investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
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White papersReasons for a standalone India allocation in a global portfolio
Explore why India’s special characteristics have contributed to equity outperformance and how dedicated exposure could bring value to investors.
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White papersPensions find new sources of long-term cash flows
An upside of higher rates for pension schemes is a reduction in the value of future liabilities. Many defined benefit (DB) pensions in Europe are taking advantage of this to derisk portfolios by locking-in higher-yielding, public investment grade fixed income assets, according to Nuveen’s 2024 EQuilibrium survey. This is freeing them up to explore more private investments and, in some instances, these investments are also playing into schemes’ environmental and social objectives.
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White papersOutlook 2025: Trumponometer
Our Annual Outlook provides our key views and investment implications for the coming year
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White papersPensions investment outlook 2025: US policy uncertainty clouds road ahead
The coming year will likely be characterised by three main drivers: the US’s politically driven polices; structural economic weaknesses and political uncertainty in Europe; and China’s restructuring of its troubled property market.
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White papersEMD: A credible long-term asset allocation candidate
Using cluster analysis and regression techniques, this paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.
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White papersStrategic Value Dividend: Why now, why always
Dividends offer stability in times of uncertainty, but, as Dan Peris, Head of Income and Value Group, argues, the returns they generate make them a smart choice in any market.
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White papersAsset Allocation Committee Outlook 4Q 2024
“We do think the Fed will get the first 100 basis points done quickly, but we see the central bank aiming for a return to a neutral rate, rather than an accommodative one—and in a soft-landing environment that would justify a rate cut pause around mid-year 2025, in our view.”
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White papersAsset Allocation at Official Institutions: Taking the Three Critical Steps
A deeper dive into our optimized portfolios for Central Bank Reserves, Sovereign Wealth Funds and Public Pension Funds.
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White papersPrivate Equity insight: The art of the exit
Developing a clear and bespoke exit strategy is both a science and an art, especially in a market where exits are gridlocked; where private equity holding periods are being extended; and where the disconnect between buyers’ and sellers’ valuations remain stubbornly wide.
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White papersRates Relief or Slowdown Uncertainty?
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
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White papersAmplified Volatility Leads to Muted Bets
To get through the current environment, we think it is important not to chase the markets, but to let them come to you.
