All Multi-Asset articles – Page 11
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White papersWhere to next? - Embracing global real estate in the era of COVID-19
Real estate is an important part of any multi-asset portfolio. Going global rather than sticking to the domestic market can be highly beneficial for investors, though they must consider strategy carefully and actively manage risk.
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White papersRisk budgeting and trade sizing: why they matter to multi-asset portfolio construction
In the current environment of heightened uncertainty, managing a multi-asset portfolio has rarely looked as complex as it does today, especially for those investors looking for an appropriate governance model on which to take investment decisions.The issue is not only to make accurate market forecasts and formulate appropriate investment views, but also to construct an efficient portfolio based on these views within a given risk budget.
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White papersIs There Opportunity in COVID-19 Valuation Dislocations?
Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations.
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White papersInvestment decisions in volatile times
Volatile market conditions are an opportunity for investors to reassess and diversify. Timing an investment in the right asset class can bring significant gains, but may require using strategies that diversify risk, argue Wei Li, Senior Structurer, Multi-Asset, Quantitative and Solutions APAC.
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White papersTaking savings seriously
A penny saved may be a penny earned, but you still have to save it, and this is a task that’s getting harder and harder in today’s complex financial world. That’s where the Asset Allocation team of the Quantitative Research Group (QRG) at BNP Paribas Asset Management comes in. It seeks to give clients access to all possible financial tools with which they are most likely to secure and increase their savings over the long term.
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Asset Manager NewsTop 10 with… Interview with Markus Benzler on Multi-Managers Private Equity, 2020 update
UBS Asset Management’s Real Estate & Private Markets business is one of the largest asset managers in real assets worldwide, currently managing over USD 100bn globally. By combining the joint expertise of over 500 talented people working across Direct Real Estate and Direct Infrastructure as well as Multi-Manager Solutions in Real Estate, Infrastructure and Private Equity, we believe we can offer clients integrated solutions to optimize the diversification of client portfolios, whether that be in targeting access-restricted private equity funds or niche real estate funds.
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White papersMulti-Asset Allocation Views: Growth momentum in the global economy is improving
Growth momentum in the global economy is improving.
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White papersMulti Asset: a solid total portfolio approach for a complex world
An increasing number of institutional investors have adopted a total portfolio approach (TPA) as a response to the weaknesses of more traditional strategic asset allocation (SAA)-based methodologies. We believe the current crisis will reinforce this trend, as it is probably marking a paradigm shift in financial markets. This shift could be as important as the change in US monetary policy brought in by Federal Reserve Chairman Paul Volcker at the beginning of the 1980s, which led to a long period of disinflation, lower interest rates and high asset returns.
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White papersForecasting the Next Decade: Navigating Uncharted Waters
Barings Multi Asset Group combines the underlying factors that will drive markets over the long term with today’s valuations to produce total return forecasts for major asset classes over the next ten years.
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White papersMulti-Asset Allocation Views: Hold the Course
As the world adjusts to life with the specter of COVID-19, it is increasingly clear that much has changed. We have become used to social distancing and unimaginably weak economic data. However, although we have become familiar with these new features of our lives, we hope that they will not be with us for too long!
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White papersMarket weekly – Time to add risk in multi-asset portfolios?
Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment.
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White papersFive portfolio construction themes for—and after—the global pandemic
At the end of 2019, we titled our year-ahead outlook, “20/20 vision: a clearer path for growth.” That was then. Markets have since been thrown into turmoil, and investors are grappling with positioning their portfolios to minimize the damage from the coronavirus-induced crisis and take advantage of an eventual recovery.
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White papersMulti-Asset Allocation Views: global recession prompts “whatever it takes” response
We have seen a robust global central bank policy response that, in its breadth and scale, is larger than all the stimulus programs seen during the 2008 global financial crisis. Events and timelines have been compressed in this crisis. Unsurprisingly, it seems to be having the desired effect of lessening the threat of bankruptcy and the associated level of job losses. It is also stabilizing financial markets.
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White papersThe First (And Worst!) Quarter Is Over. 9 Steps To Take Now
Practical investment wisdom in these turbulent times from Multi-Asset Solutions.
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White papersMacro Insights and Asset Allocation
Erik Knutzen, Chief Investment Officer – Multi-Asset Class Strategies, discusses the impact of last week’s Fed actions and stimulus package along with how this decline is different than 2008 in terms of markets and investment implications.
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White papersMulti-Asset Allocation Views: Uncertainty and Opportunity
With a sharp deterioration in market sentiment our Allocation Views focus on the macroeconomic backdrop affecting market fundamentals
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White papersCoping With Coronavirus-Induced Market Volatility: A Multi-Asset Update
The spread of the coronavirus has created heightened market volatility in recent weeks, but the Franklin Templeton Multi-Asset Solutions team remains focused on long-term market fundamentals. Here, Ed Perks and Gene Podkaminer offer an update on how they are approaching the situation, and which countries appear more insulated to growth shocks.
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White papersMulti-asset allocation views: Why the bull run in global equities could continue
Sunil Krishnan discusses the conditions for a continued rise in global equities, the potential of Japanese and US equities to outperform from a regional perspective, and some attractive features of emerging markets – particularly Brazil – which may have been overlooked.
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White papersMulti-Asset Allocation Views: Uncertainty Tempers Our Enthusiasm
Our view of global growth has been getting more optimistic over the last few months as signs of stabilization have appeared in many economies. Areas that were notably weak, such as manufacturing in Germany, have turned up somewhat (see Exhibit 1). This has been supported by an easing of global trade tensions—though we are not complacent in seeing that the underlying issues are yet to be resolved—and by central banks that seem willing to underwrite a continued period of relative stability.
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White papersMulti-Asset Class Income Fund Introduction
In this short video, Joe Mc Donnell, Head of Portfolio Solutions & Portfolio Manager for Multi Asset Income looks at some of the themes driving demand for income as well as supply challenges in meeting this need. Joe outlines Neuberger Berman’s approach to generating a consistent income through diversified multi asset class portfolios.
