All Asset allocation articles – Page 8
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Podcast
What to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes.
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White papers
Practical Implications of the New Regime
You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic?
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White papers
Market Perspectives: Divergent perspectives February 2023
‘Market Perspectives’ provide our monthly macro & market outlook and investment recommendations
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White papers
Multi-asset allocation in anticipation of a soft-landing
The performance of both equities and bonds in 2022 tested the resilience of multi-asset strategies and suggested it might be time to rethink how portfolios are structured. This quarterly edition of Simply put questions claims that the 60/40 portfolio is dead and examines whether the unfolding global recession is likely to result in a soft or a hard landing.
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White papers
Asset Allocation Committee Outlook: 1Q 2023
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 papers
When Factors Rhymed
It’s been said that “History doesn’t repeat itself, but it often rhymes.” We believe 2022’s factor performance rhymes with several periods in recent history. What message does that send to investors?
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White papers
Multi-Asset Allocation Views: Is the growth pause discounted already?
The Franklin Templeton Investment Solutions team believes many developed economies will experience a recession in the coming year as signs of an economic slowdown have been building for a while.
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White papers
Cross Asset Investment Strategy - January 2023
An economic backdrop characterized by high risk of policy mistakes and strong regional divergences calls for a prudent stance in risk assets, especially now that markets are priced for perfection, leaving little room for any negative surprise.
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White papers
Escape From Flatland
A two-dimensional, return-and-volatility view of investments may not allow you to see important risks.
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White papers
Allocation Views: Storm clouds on the horizon
In this Allocation Views, our Franklin Templeton Investment Solutions team believe growth momentum is decelerating, and the risks are skewed to the downside, accentuated by the impact of policy tightening and a squeeze on real incomes.
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White papers
Building Portfolios with Infrastructure: Performance, Cash Flows & Portfolio Allocation
Institutional portfolios have been increasing allocations to unlisted infrastructure investments. However, to fully understand how infrastructure investments can benefit their portfolios, CIOs need better information on the performance and cash flow characteristics of this asset class, as well as a multi-asset, multi-period portfolio construction framework that is fit-for-purpose when allocating to illiquid, private investments alongside liquid, public investments.
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White papers
2023 multi-asset outlook: Harnessing the power of duration
Yield is set to be a more important component of total return for investors during the next few years, according to Franklin Income Investors.
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White papers
Positioning for the unknown; Nuveen’s CIO’s 2023 outlook
At this time of year, I’m often asked to predict the year ahead or at least share my expectations for it. My answer is often unsatisfying to those expecting some sort of prognostication. That’s because the one thing I’m 100% sure of is that I can’t predict the future. But knowing what I don’t know allows me and my team to position the General Account for the unknown and make it resilient.
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White papers
Nuveen’s 2023 outlook; the peaks and valleys
Entering the fourth quarter of 2022, our outlook acknowledged a hard truth for investors nursing wounds from the steep market downturn: We’re not out of the woods yet.
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White papers
Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year
”Global slowdown amid still elevated inflation to characterize most part of 2023.”
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White papers
The Asset Allocation Facts Have Changed
Why we think this year’s dramatic rise in bond yields, together with recent signs that inflation may have peaked, demands a radical re-think of asset allocation.
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White papers
Cross 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 papers
Amundi 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 papers
Pension 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 papers
How 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