All Asset allocation articles – Page 8
-
White papersHow project finance fits into a trade finance strategy
Project finance is a natural complement to trade finance, offering enhanced diversification and attractive risk-adjusted returns.
-
PodcastOuterblue Conversations – Seeking returns in a disruptive era? Analysis of the 2025 pension survey
Each year, Amundi and CREATE interview pension plans to highlight topics shaping the pension ecosystem. As pension investors transition to a new regime, this year, one question is at the top of everyone’s minds: where will the returns come from? The 2024 survey takes a closer look at two of the potential answers in this search for good risk-adjusted returns: private markets and Asian emerging markets.
-
White papersPrivate Markets: As The Ice Breaks
With a liquidity drought fading, investors can return to the more normal task of building private market portfolios designed to pursue unique investment goals.
-
White papersEvolving diversification: New asset allocation approaches for insurers
An overview of opportunities and challenges that exist for insurers
-
White papersTokens, Power, Non-Jobs and Debasement: The case for strategic allocation to tokens
This essay considers the role of tokens and crypto assets as investments. However, rather than just address this question within the narrow confines of investment theory, we approach it via the broader social and political role of tokens. Their growing acceptance raises questions on how the nature of money is changing.
-
White papersCross Asset Investment Strategy - February 2025
Topic of the Month - What Trump 2.0 means for the economy and markets
-
White papersAssessing Sovereigns’ Progress Towards Net Zero for Fixed Income Investors
Is the US on track to achieve net zero emissions by 2050?
-
White papersLong-Term Equity: A Winner for Insurers?
Lower capital charges on a broader array of long-term equity investments could encourage insurers to reshape their asset allocations.
-
White papersAre We Any Clearer About Trump 2.0?
Were 26 executive orders enough to convey the new administration’s direction and resolve the uncertainties in our outlook?
-
White papersUK Real Estate: Talking Points January 2025
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
-
White papersAsset-Based Lending: Does It Work for Insurers?
Asset-based lending became a key topic in investor discussions last year and looks like the new frontier in private credit—but does it suit insurers’ needs?
-
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.
-
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.”
-
White papersHedge Fund Outlook H1 2025
HF to lure more interest after a strong 2024 vintage for alpha
-
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.
-
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.
-
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.
-
White papersPrivate Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
-
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.
-
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.
