Portfolio positioning and asset allocation in a new regime

Why are large allocators moving towards private markets?

Amid the risks investors face today, including concentration, inflation, and AI disruption, how should they construct and position their portfolios? Are there opportunities to diversify within asset classes like equities? Should allocators turn towards alternatives to prepare for the long term? AllianceBernstein, Capital Group, PIMCO, and others share their perspectives.

The 100-Year Portfolio: A State of Mind? (AllianceBernstein)

With the strategic investment regime changing, investors with long horizons need to consider what this means for them.

Is Your Core U.S. Equity Allocation Ready for What's Next? (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

How can investors position a core U.S. equity portfolio for the next phase of market leadership?

Equity Diversification in an Era of Concentration (Charles Schwab)

By looking beyond the broad passive large capitalization (cap) indexes, investors can improve equity diversification. Where should they look?

2026 Hedge Fund Allocation Survey (BNP Paribas)

Discover the key trends in strategy preferences, regional demand, and asset flows shaping the second half of 2026.

Welcome Back, Balanced Portfolio (PIMCO)

Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.

Inflation Redux? Real Solutions for Real Returns (AQR)

How should you prepare for the possibility of another global inflation shock?

Competing for Capital: How Global Investors Choose Markets (CPP Investments)

How global institutional investors decide where to allocate capital and what enables markets to convert investor confidence into deployment.

Explaining the Rise in Alternative Investments in Public Pension (CRR)

What has driven public pension plans to actively reallocate towards alternatives? And why have some done so much more than others?

Correlation and Commodity Risk Premia (Fan & Zhang)

Does realized correlation across commodity futures command a premium? And can comovement serve as a risk signal to improve investment outcomes?