All Multi-Asset articles – Page 2

  • A spirited return to Asia and China
    White papers

    A spirited return to Asia and China: A multi-asset strategy could help manage risks and deliver more precise outcomes

    2025-08-25T14:26:00Z By UBS Asset Management

    While investors have seen highs and lows in trade tariff negotiations in the past few months, after selloffs from the initial shock, markets in China and more broadly Asia got back on track and have quietly delivered strong performance this year so far.

  • Fed moving towards rate cuts
    White papers

    Fed moving towards rate cuts

    2025-08-25T11:47:00Z By Amundi

    “The US Fed is carefully treading the policy path forward, given the mixed macro data. As signalled at the recently concluded Jackson Hole symposium, the central bank is likely to start cutting rates in September, in line with our expectations.”

  • Fitting the Puzzle Pieces Together
    White papers

    Fitting the Puzzle Pieces Together

    2025-08-07T12:47:00Z By Neuberger Berman

    A pivotal week for economic data, earnings, trade and tariffs has provided support for our constructive medium-term view on the fundamentals of risk markets, although the second half of 2025 will pose challenges with some anticipated softening in the economy and lingering uncertainties around inflation, policy and geopolitical risk.

  • 2024 Stewardship Annual Report
    White papers

    2024 Stewardship Annual Report

    2025-08-05T14:25:00Z By Allspring Global Investments

    Read about Allspring’s stewardship efforts in this year’s annual report. We aim to advance the financial, operational, and sustainability performance and risk management of investee companies for years to come.

  • Research Agenda 2025/26
    White papers

    Research Agenda 2025/26: Paving the Way for Continued Innovation in the AB UK Target Date Funds

    2025-07-30T09:39:00Z By AllianceBernstein

    Every year AB’s DC team sets out its research priorities for the coming 12 months. The research findings pave the way for enhancements to our DC TDF ranges across investments, product development and client reporting. What’s new for 2026?

  • Pension funds themes for an era of geopolitical and policy shifts
    White papers

    Pension funds themes for an era of geopolitical and policy shifts

    2025-07-25T16:12:00Z By Amundi

    Our short-term outlook for the second half of 2025 highlights significant shifts in the global rewiring of trade and financial markets, alongside historic changes in tariffs and fiscal policy. These developments carry important implications for long-term investors, particularly pension funds, for which we see three key investment themes. 

  • Global Investment Views - July-August 2025
    White papers

    Global Investment Views - July-August 2025

    2025-07-24T15:20:00Z By Amundi

    Global equities reached new record levels in July on expectations of trade deals, easing of US tariff threats and hopes of a short-term boost to US growth from the One Big Beautiful Bill Act (OBBBA). This has happened despite US tariffs moving higher (when compared with before Trump came to power), indicating some complacency in risk assets. On the other hand, bond yields in the US, the UK, Europe, and Japan are reflecting concerns over debt sustainability.

  • China’s growth set to hit target in 2025
    White papers

    China’s growth set to hit target in 2025

    2025-07-21T14:31:00Z By Amundi

    “Resilient China’s growth highlights the economy’s ongoing efforts to adjust trade partnerships and manage tariff-related challenges, keeping it on track to reach its growth target for 2025.”

  • US tariffs delayed to August
    White papers

    US tariffs delayed to August

    2025-07-15T11:10:00Z By Amundi

    “The ongoing tariff-related uncertainty points to the transactional and unilateral approach of the United States that can complicate matters for policymakers around the world.”

  • Principal Background
    White papers

    The “One Big Beautiful Bill Act” and implications for commercial real estate

    2025-07-14T15:48:00Z By Principal Real Estate (North America)

    The “One Big Beautiful Bill Act” (OBBA), which was signed into law on July 4, 2025, preserves and, in many cases, strengthens the tax advantages of owning U.S. commercial real estate (CRE), both equity and debt. These provisions have the combined impact of lowering taxable income while increasing cash on cash returns and net operating cash flow. Additionally, section 899 (which was expected to have negative implications for foreign investment in the U.S., given its retaliatory tax measures) was removed from the final bill. Bottom line, the final bill is widely viewed to have net positive implications for the U.S. commercial real estate market.

  • Quarterly Equities and Multi Asset Outlook – Q3 2025
    White papers

    Quarterly Equities and Multi Asset Outlook – Q3 2025

    2025-07-08T14:28:00Z By M&G Investments

    In a market environment dominated by macro headlines, this outlook challenges conventional thinking by focusing on the power of company fundamentals. It explores how equities can thrive even amid weak economic data and highlights the risks of overreacting to broad macro signals. With insights into geopolitical shifts, sector-specific dynamics, and valuation opportunities, the report equips institutional investors with a nuanced view of where to find value—and how to position portfolios for resilience and long-term growth.

  • The Dollar: Half Awake in a Fake Empire?
    White papers

    The Dollar: Half Awake in a Fake Empire?

    2025-07-07T10:03:00Z By AllianceBernstein

    The dollar is now less of a safe haven and investors should respond accordingly. Having said that, the lack of any viable alternative means that a shift away from the dollar is likely to be slow rather than sudden. Indeed, despite all the angst and column inches, there is zero evidence of significant outflows from US assets so far.

  • Unified Global Alternatives – Hedge Fund Bulletin
    White papers

    Unified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – May 2025

    2025-07-04T11:02:00Z By UBS Asset Management

    Risk assets generally performed positively in May due to a pause in tariff implementation that went into effect for most countries. Corpo-rate earnings season was also supportive along with generally favorable economic data. While some believed an economic slowdown was still the base case, the probability of recession was somewhat diminished.

  • How to adapt and respond to choppy waters
    White papers

    How to adapt and respond to choppy waters

    2025-06-20T11:05:00Z By Federated Hermes

    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.

  • Europe- A strategic overweight?
    White papers

    Europe: A strategic overweight?

    2025-06-18T09:11:00Z By UBS Asset Management

    After a long period of US equity outperformance relative to Europe, the short-term picture has changed. Evan Brown, Nicole Goldberger and Marco Bischoff look at whether this is a temporary anomaly or indicative of a longer-term trend.

  • Private diversification still attractive
    White papers

    Private diversification still attractive

    2025-06-17T08:50:00Z By Amundi

    “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.”

  • O’Connor Global Multi-Strategy Alpha Monthly Letter
    White papers

    O’Connor Global Multi-Strategy Alpha Monthly Letter: Embracing change as the only constant

    2025-06-16T15:45:00Z By UBS Asset Management

    Financial markets can sympathize with the sentiment of the statement above, given the recent headlines and noise around tariffs and fiscal policy. Our teams have been embracing this rapidly changing environment, adjusting positioning to take advantage of volatility, and exploring differentiated business performance between regions, industries and peers.

  • Outerblue Convictions
    Podcast

    Global Investment Views - Tracking the U-turns amid rising yields

    2025-06-11T12:43:00Z By Amundi

    Join our host, Swaha Pattanaik, as she sits down for her regular catch-up with Monica Defend, Head of the Amundi Investment Institute, to give our perspective on the markets, analyse the trends and share our investment views for the weeks ahead.

  • Riding the Storm
    Video

    Riding the storm

    2025-06-06T12:06:00Z By Federated Hermes

    In our latest video insight, Steve Chiavarone, Head of Multi-Asset Group, breaks down how we’ve steered through the recent market turbulence, shares his insights on what markets may do next, and reveals the opportunities we’re eyeing in a shifting landscape.

  • Global Investment Views - June 2025
    White papers

    Global Investment Views - June 2025

    2025-06-04T08:57:00Z By Amundi

    The art of policymaking is a lot about setting expectations against which all future decisions are assessed. When President Trump famously introduced his extreme tariffs on ‘Liberation Day,’ markets were obviously concerned. Since then, resilience in US labour markets, better-than-expected earnings, and trade war de-escalation have boosted sentiment. Risk assets have rebounded, and bond yields risen.