How to think about strategic asset allocation

Long-term assumptions are changing - and so is SSA

As macroeconomic and geopolitical realities change, so do the assumptions that guide long-term investing. Strategic asset allocation must therefore evolve to ensure it remains a reliable structure for building portfolios.

The Big Picture: Global Asset Allocation 2025 Q4 (Invesco)

As the global economy shifts, how should institutional investors think about their asset allocation? This report offers timely perspectives.

Strategic Asset Allocation for a New Era (Fidelity Investments)

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

The rise in interest rates, coupled with persistently high fiscal deficits, adds further upward pressure on U.S. government debt levels that are already elevated.

How to Position Fixed Income Portfolios (Franklin Templeton)

For compliance reasons, this paper is only accessible in the EMEA region

It is increasingly evident that the fixed income market is broadening out beyond core U.S. fixed income opportunities.

Asset Allocation in Practice (The Rational Reminder Podcast)

Asset allocation can - and it often does - differ in practice than what it looks like on paper, or in theory.

The Hidden Fragility in Many Asset Allocation Plans (Intalcon AM)

The forward P/E ratio on the S&P 500 is about 22, historically associated with lower-than-average future returns.

Beyond Finger Painting – Building Active Multi-Alternatives Portfolios (GIC)

Historically, constructing alternatives portfolios was more art than science, likened by some to "finger painting", due to its various challenges.

A Golden Opportunity to Upgrade a 60/40? (Alpha Architect)

Modernized gold total return c.7.35% annualized since 1971, below U.S. stocks, above 10-year Treasuries, well ahead of cash.

Long-Term Treasuries in Diversified Portfolios (Meketa)

Investors have long been aware of the advantages of holding fixed income securities. Is the new market environment changing this reality?