The impact of inflation and interest rates are just a couple of the factors explored in this report which aims to help allocators stay on top of a dynamic market regime.
Where should investment be directed to not only respond to change but to make the most of it? Asset class, regional, and market specific pointers…
Read More
How has the macro environment impacted private markets? How can you best position yourself to gain from these lucrative asset classes?
The landscape is changing, and opportunities are opening up – find out all you need to know for an optimal allocation to private markets.
Read More
-
Invesco
- |
- 27 Jan 2023|
- Paper|
-
17 Pages
Inflation, and the resultant path of interest rates, remain key drivers for economies and markets. What are the prospects for growth as a result? If we are in a contractionary period currently, much will depend on whether a pause in central bank tightening will enable a recovery to play out.
This Special Report…
Read More
-
Vanguard
- |
- 25 Sep 2023|
- Webinar|
-
60 Minutes
Watch Roger Aliaga-Díaz, Ph.D., Vanguard Chief Economist for the Americas and Global Head of Portfolio Construction, and Andrew J. Patterson, CFA, Senior International Economist, conduct a live discussion on:
- Where the global economy and capital markets might be headed
- Why rates across the globe are…
Read More
Macro Pulse offers holistic global economic, geopolitical, and asset allocation views. We believe the next 3 months mark a major inflection point for global asset allocation. Will U.S. growth slow, allowing rates to decline and global growth to converge? Or will it re-firm, increasing the likelihood of a more pronounced…
Read More
In 2022, the amount of exchange-traded funds (ETFs) held by U.S. insurance companies in their general accounts dropped 23.5% (or USD 11.2 billion) to USD 36.6 billion.
Read More
Every year we review the data that drive capital markets—current valuation measures, historical risk premia, economic growth and inflation prospects—to provide the foundation for our forecasts. We update the models that we use and review their continued appropriateness. Crucially, our models are based on first-principle…
Read More
Asset allocation is a key part of portfolio management, and its significance only increases in times of uncertainty. In times of market volatility, investors tend to increase their allocation to safe haven assets such as gold, and with interest rates also rising, investors will be looking to increase their allocation to…
Read More
-
Invesco
- |
- 12 Mar 2024|
- Paper|
-
7 Pages
Markets took a more noticeable pro-risk turn in February, following a mixed and volatile start in January.
Read More
-
Invesco
- |
- 04 Jan 2024|
- Paper|
-
13 Pages
Despite tightening central banks and economic slowdown, 2023 was a good year for investors. If only the same could be said for my Aristotle List of surprises for the year, writes Paul Jackson, Global Head of Asset Allocation Research.
Read More
A new investment environment is emerging with opportunities that may not have existed in years. Uncertainty remains high, but the good news is, in 2024, investors may be rewarded for taking risk again.
Read More
BlackRock's survey of 378 insurers representing $29 trillion in assets reflects four key themes that insurers are doing to navigate a new investment landscape.
Read More
-
PGIM
- |
- 18 Oct 2023|
- Paper|
-
9 Pages
Learn why we believe AI heralds a technological transformation, one that will be as deep and long lasting as the advent of the internet and mobile computing.
Read More
Income can play a crucial role in the pursuit of investment objectives over time, but research from our iStrat Team argues for a balanced approach to asset allocation decisions given the potential trade-offs between income and capital return, risk, and portfolio diversification.
Read More
-
Invesco
- |
- 13 Jul 2023|
- Paper|
-
48 Pages
In 2023, sovereign investors find themselves navigating an altered macroeconomic environment, marked by surging inflation and higher real interest rates.
Read More
The new, more volatile economic regime provides different yet abundant investment opportunities. Persistent supply constraints are compelling major central banks to hold policy rates high. We find opportunities by getting granular within asset classes and harnessing mega forces.
Read More
-
Intech
- |
- 07 Jul 2023|
- Paper|
-
13 Pages
With lower expectations for return-seeking assets, investors seek diversification and risk mitigation strategies that don’t compromise growth potential.
Traditional equity mandates can be rigid, and adjusting positions to meet this goal can be challenging, but integrating a modest alternatives allocation provides…
Read More
Portable alpha strategies can help investors balance the need for both higher returns and robust risk diversification.
Read More
To better understand how family offices globally navigated a tumultuous year and their outlook for 2023 and beyond, BlackRock and Illuminas conducted a survey of family offices at the end of 2022 into 2023 to better understand their priorities, challenges and portfolio positioning.
Read More
-
Amundi
- |
- 29 Mar 2023|
- Paper|
-
44 Pages
Taking a long-term view of recent disruptive trends, and their implications on long-term asset class forecasts and strategic allocation, we are pleased to share with you the annual update of our capital market assumptions (CMA) publication. Here are ten key takeaways from this year’s edition.
Read More
Showing 1000 of 1658 results - please use the search filters to refine your results.