All Multi-Asset articles – Page 3
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White papersConfidence up for May but what comes next?
US consumer confidence index rose sharply, and above expectations, in May to 98.0, mainly due to a temporary trade truce between the US and China on tariffs. Expectations about the near future also improved.
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White papersBRICS+ and contested global leadership: implications for investment management
The second study of the Pictet Research Institute explores the rise of the BRICS+ coalition as a counterweight to the G7 amid shifting economic dynamics. It examines how BRICS+ challenges the Western-led international system and the implications for investment strategies in a polarised world.
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White papersThe critical role of US debt sustainability in the world financial architecture
This first paper delves into the complexities of the US debt-to-GDP ratio, exploring its sustainability in the context of the United States’ unique position in the global financial architecture and geopolitical order. This research provides critical insights into how the US can maintain its economic stability and what the potential risks are if current trends continue. This publication is issued by the Pictet Research Institute.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Historic shift in US trade policy
We are witnessing what we believe to be one of the most historic shifts in US trade policy, fundamentally altering market volatility and asset allocation. Investors are questioning American exceptionalism and the sustainability of US financial asset outperformance, following years of increasing allocations and notable outperformance in the US. The shift in sentiment and related flows are leading to pronounced market movements and redirecting investor focus.
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White papersMateriality Matters: The ESG Factors That Count
The materiality of ESG factors differs across sectors and markets. Investors need to understand how.
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White papersEmerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside.
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White papersThe End of US Exceptionalism?
We take a view in this paper that will be unpopular—defending the case for US exceptionalism.
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PodcastOuterblue Talks Research – Capital Market Assumptions 2025
Against a backdrop of extraordinary global uncertainty, Amundi’s 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head of Multi-Asset Investment Solutions, to discover this year’s main findings and what’s changed since last year.
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White papersGlobal Investment Views - May 2025
Extreme policy uncertainty in the US is leading to sharp movements and increased volatility. Recent bond yield dynamics signal a shift from seeking safety in US assets to a reassessment of Treasuries and the USD as ultimate safe havens.
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White papersSeven Reasons Why UK DC Savers Need a Lifetime Income Default Strategy
Only a minority can access high quality pension advice—the majority need a lifetime default option.
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White papersBond market volatility presents more opportunities for multi-asset investors
Central bank policy, rising geopolitical tensions and escalating concerns around the global macroeconomic backdrop have together caused considerable equity market volatility as well as a significant repricing in the fixed income universe.
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White papersAsset Allocation Committee Outlook 2Q 2025
“Much now depends on whether we see a more structured and predictable approach to policymaking in the U.S., especially on trade and the size and cost of government.”
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White papersQuarterly Equities and Multi Asset Outlook – Q2 2025
Investors started this year thinking that corporates and governments were better prepared for a Trump 2.0 trade war. That proved not to be the case, so how should they be positioning amid the turmoil? Find out more in the latest Quarterly Equities and Multi Asset Outlook: ‘Dispersing the herd’.
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White papersFirst Principles in the Face of Uncertainty
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your objectives, diversify and rebalance.
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White papersRationalized
Trevor Slaven and Ben Gillingham of Barings’ Multi-Asset Strategy & Allocation team explore how investors can manage risk and capitalize on opportunities in this analysis of the Trump administration’s announced tariffs and their resulting impact on global economies and markets.
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White papers2025 Global Insurance Survey
In the 14th annual Global Insurance Survey, 405 Chief Investment Officers (CIOs) and Chief Financial Officers (CFOs), representing over $14 trillion in balance sheet assets combined, provide their insights regarding the macroeconomic environment, return expectations, industry capitalization and asset allocation.
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White papersSystematically Identifying Potential Biodiversity Risks
We see potential ways to efficiently and effectively evaluate biodiversity risks when constructing public market portfolios.
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White papersGold at a time of tariffs and trade war
“Gold prices should remain supported by demand for safe-haven assets, amid a threat of trade war, tariffs and their economic fallout.”
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VideoMulti-Asset Income in a New Regime
Generating income is often front of mind for many investors, but the market conditions today are very different from those that we’ve had over the past decade or so. So taking a flexible approach to income investing is critical.
