Asset Allocation and TAA

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Navigating uncertainty in search of alpha (Special Report)

Explore PGIM's Special Report to discover the firm's six best ideas for the year ahead, as well as its outlook and…

Signal Edition 3: When AI is unavoidable

As Artificial Intelligence becomes unavoidable, institutional behaviour offers the clearest insight into what…

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Multi-Asset Views: Everybody Hurts (BNP Paribas AM)

Global markets moved lower during March as oil and gas prices rose steeply in the wake of the Middle East conflict.

Relative Value & Tactical Asset Allocation – Q2 2026 (Metlife IM)

MetLife IM's quarterly Relative Value and Tactical Asset Allocation combines insights from their investment teams…

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The Year Ahead (PGIM)

Geopolitics: Power as Policy (Amundi)

European Securitisation Reforms: Insights for Insurers (Amundi)

Beyond the AI bubble narrative (Special Report)

Gold Outlook 2026: Push Ahead or Pull Back (World Gold Council)

Chart Pack: Market Outlook and Capital Market Assumptions (PGIM)

Nostalgia Is Not a Strategy: Adapting the Investing Playbook to a Changing World Order (Mawer IM)

Chart Pack - January 2026: Outlooks from Top Asset Managers and Investment Banks (Savvy Investor)

Integrating Private Assets into Multi-Asset Allocations (Amundi)

Multi-Asset Credit Investing: A Quantitative Framework (Nuveen)

Dynamic Allocation Rises, Pensions Face Disorder (Amundi)

2026 Investment Outlook: The Synchronized Shift (Robeco)

Quantifying the Challenge of Market Timing (STOXX)

Signal Edition 2: The next frontier in portfolio design

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

Solutions for a New Market Order (Special Report, 2023)

Private Markets: New Thinking for a New Age (Special Report, 2023)

Alternative Investments: The benchmarking challenge (Special Report, 2023)

Impact Investing for Institutional Investors (Special Report, 2022)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Low Volatility Equity: An alternative to complexity (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

The Year Ahead (PGIM)

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Top Picks

Savvy Investor

Navigating uncertainty in search of alpha

Opportunities amid uncertaintyRead about PGIM’s four market-shaping themes, which anchor the firm’s…

Savvy Investor

CIO reading list March 2026: The next 100 years for markets

The forces in motion today will shape...

Savvy Investor

New takes on portfolio construction

Pension Policy International reported recently that...