Portfolio Construction and Diversification

Building a resilient portfolio for a new market cycle

Constructing a portfolio that meets investors' financial needs is increasingly difficult. The concept of diversification has evolved over the years, and asset class diversification is only one layer of the complex risk mitigation process. Portfolio repositioning has become more important as the forces underpinning financial markets have changed. The content below aims to help investors build portfolios to weather an uncertain investing environment.

Is There A Need For A Chief Liquidity Officer (PGIM IAS)

Unlike volatility risk, liquidity risk can force the CIO to make unattractive and costly portfolio decisions. But what does 'liquidity risk' mean?

Farmland’s Resilience In The Face Of Uncertainty (Manulife IM)

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

Is farmland a good hedge against inflation and volatility risks? This in-depth analysis of the asset class provides a compelling affirmative answer.

A Framework For Navigating Uncertainty (Capital Group)

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

This paper provides a timely and practical framework to help investors navigate an environment increasingly defined by uncertainty.

Commodity Investing And Its Role In A Portfolio (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Commodities are an interesting asset class for investors looking to build portfolios for a new market cycle.

Building Portfolio Resilience at the Macro Level (Graham Capital Management)

Allocating to strategies with low correlations to equities and bonds can be a valuable portfolio construction tool.

Tickling The Dragon's Tail (Allspring Global Investments)

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

This analysis considers the likelihood of a portfolio becoming increasingly illiquid following market shocks.

Functional Allocation Framework (Meketa)

Historically institutional investment portfolios consisted largely of two asset classes: equities and debt. This is changing.

SAVVY WEBINAR

Why Digital Assets Are Here to Stay (State Street)

Join State Street on March 7 at 9 a.m. ET for a timely discussion about why digital assets are here to stay. This is especially relevant to investors looking to build solid portfolios that can deliver during the increasingly uncertain times characteristic of a new market cycle.