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Tag "Asset Allocation"

Bitcoin: A Framework for Institutional Investors Considering an Allocation

Bitcoin: A Framework for Institutional Investors Considering an Allocation

🕔15:11, 16.Oct 2021

New research from Fidelity explores bitcoin’s characteristics, potential benefits and risks, and other implementation considerations  KEY TAKEAWAYS We believe bitcoin is an aspiring asset class in a period of price discovery. Like gold, bitcoin is a high-powered, opportunistic hedging asset

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With growth and policy, which matters more: Level or change?

With growth and policy, which matters more: Level or change?

🕔14:18, 16.Oct 2021

Asset Allocation Fourth Quarter 2021 KEY POINTS The level of growth and the level of policy support remain supportive but have declined marginally, leaving us pro-risk still but less so. Within equities, we prefer Europe, where economic fundamentals are improving and

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Give us a good old villain to bring out the best in you

Give us a good old villain to bring out the best in you

🕔11:27, 16.Oct 2021

Investors’ Outlook October 2021 “Envelopes please… and the winner is… Wall Street.” This is the result of our recent allocation review that saw us overweight US stocks at the expense of European ones. The slight change doesn’t alter our overall

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How to harness the emerging market ‘triple premium’

How to harness the emerging market ‘triple premium’

🕔08:22, 15.Oct 2021

In this quickfire Q&A, Yoram Lustig, Head of Multi-Asset Solutions, EMEA, outlines the compelling reasons why investors should consider a strategic allocation to emerging market equities – as well as the benefits of employing active management in this increasingly diverse

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Removing the crutches

Removing the crutches

🕔10:23, 14.Oct 2021

After a good start, September saw equity markets take a hit, particularly in emerging Asia. Alongside ongoing investor concerns about the pandemic and weakening global growth momentum, markets were rocked by news of debt payment problems at Chinese property developer

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Inflation, no time to die

Inflation, no time to die

🕔21:08, 13.Oct 2021

IN SHORT Inflation concerns have picked up again as price pressures mount. Talks regarding tapering continue to intensify. Yields have surged globally following the more hawkish tone of central banks and questions regarding the transitory nature of inflation. Equity markets

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The wall of worry only gets higher

The wall of worry only gets higher

🕔07:54, 13.Oct 2021

Multi Asset Quarterly: Economic outlook The economic normalization continues, although at an uneven pace following the long Covid-related shutdowns. Further severe lockdowns look unlikely in most Western countries. Supply chain bottlenecks are blurring the near-term macro visibility. Inflation numbers have risen

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Mounting risks, buying time

Mounting risks, buying time

🕔17:10, 11.Oct 2021

CIO Views Markets responded to mixed data from the US and China and to the potential tapering from central banks. We are also seeing inflation (energy and food) and a deceleration in China. As a result, while staying neutral on

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Barometer: Geen goede tijd om te kopen?

Barometer: Geen goede tijd om te kopen?

🕔15:31, 11.Oct 2021

Nu het sterke economische herstel van China na de pandemie in gevaar komt door het debacle van Evergrande, moeten beleggers hun verdediging versterken. Er wordt steeds meer een strakker monetair beleid verwacht. De centrale banken blijven voorbereidingen treffen om de

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Macroeconomic Scenarios and Expected Returns 2022-2025

Macroeconomic Scenarios and Expected Returns 2022-2025

🕔16:01, 5.Oct 2021

Long-term Outlook: Beyond Borders The global economy continues to recover strongly from the worst of the Covid-19-driven lockdowns. Central banks are now either discussing the potential to reduce the level of support they provide to economies. While governments are starting

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Why we stay pro-risk

Why we stay pro-risk

🕔09:16, 4.Oct 2021

BII Global weekly commentary We stay tactically pro-risk amid the broadening economic restart, with negative real rates supporting risk assets – as per our new nominal theme. The Fed signaled it will start to taper around the year-end. Its reluctance

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The roasting twenties 2022-2026 outlook

The roasting twenties 2022-2026 outlook

🕔08:24, 4.Oct 2021

Tthings are heating up It’s easy to understand Elon Musk’s fascination with Nikola Tesla, the inventor of the alternating current (AC) technology that serves as the backbone of the company’s electric vehicles. Talking to Collier’s magazine back in 1926, in

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High yield verliest glans

High yield verliest glans

🕔13:20, 30.Sep 2021

Ongekende monetaire stimulansen zorgen voor sterk herstel In het eerste kwartaal van 2020 werden de financiële markten wereldwijd opgeschrikt door de escalatie van de corona-uitbraak tot pandemie. Zorgen over de economische impact van deze pandemie leidden tot sterk dalende koersen

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Supply constraints add to inflation angst

Supply constraints add to inflation angst

🕔20:03, 29.Sep 2021

Theme of the month: EU Fit for 55 In July, the EU announced “Fit for 55” – a suite of measures to deliver a 55% reduction in GHG emissions by 2030 from 1990 levels. It included an enhancement of the

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Aerial View Magazine: The Changing Faces of Dutch Pensions

Aerial View Magazine: The Changing Faces of Dutch Pensions

🕔14:09, 29.Sep 2021

Aging nations favor bonds and defined-benefit pensions The Netherlands is pursuing a first-of-a-kind transition to put its $1.9 trillion pension system on a more sustainable path. The move offers plenty of scope for opportunity, but also carries its fair share

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The Big Picture Global Asset Allocation 2021 Q4

The Big Picture Global Asset Allocation 2021 Q4

🕔14:09, 23.Sep 2021

Despite another good three months for cyclical assets, we are sticking with them within our Model Asset Allocation. We make minimal changes, with a reduction in the allocation to highyield credit (to Underweight) and a corresponding increase to equities (going

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Rock and a Hard Place

Rock and a Hard Place

🕔14:29, 21.Sep 2021

Global Asset Allocation: The View From Europe  Coming out of the Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell signalled that the Fed could begin to wind down its monthly bond buying by year-end, if the economy and coronavirus

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Lifecycle investing: From theory to practice

Lifecycle investing: From theory to practice

🕔08:00, 17.Sep 2021

The concept of matching asset allocation to an individual’s risk preferences has been around for decades. As the theory developed, the concept of lifecycle investing – varying asset allocation according to an individual’s age – was born. In this article,

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Our Monthly Market Analysis And Positioning

Our Monthly Market Analysis And Positioning

🕔10:40, 16.Sep 2021

Welcome to the first issue of the Investment Traffic Lights “Quarterly Edition.” The Quarterly Editions will focus on our strategic twelve-month forecasts that follow our quarterly strategy meetings, which also means that the “Market overview” section will be shorter than

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Markets in 3D: Delta, Deceleration and Divergences

Markets in 3D: Delta, Deceleration and Divergences

🕔15:03, 15.Sep 2021

Special Europe: invest in the recovery In a nutshell As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside. Although the path to recovery is

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BII Global weekly commentary

BII Global weekly commentary

🕔10:38, 15.Sep 2021

BII Global weekly commentary Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy. We see

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A mature bull market is not something to fear

A mature bull market is not something to fear

🕔10:16, 14.Sep 2021

Monthly Investment Outlook: Global equity markets continued to climb in August while fixed income investors saw headwinds with rising risk-free yields joining volatile …

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Visie op asset allocatie

Visie op asset allocatie

🕔13:39, 9.Sep 2021

Fed bereidt de markten voor op afbouw opkoopprogramma ‒ Chinese groeivertraging en corona treffen opkomende economieën ‒ Sterke winstgroei steunt aandelenrally ‒ Winst nemen op vastgoed, obligaties opkomende markten naar neutraal 

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De strijd tegen Delta

De strijd tegen Delta

🕔11:00, 9.Sep 2021

Hoewel de verspreiding van de nieuwe Delta Covidvariant de wereldeconomie heeft verstoord, zouden stimulansen en vaccinatieprogramma's een sterke groeivertraging moeten voorkomen. De economische groei is de afgelopen maanden duidelijk vertraagd, grotendeels door de verspreiding van de bijzonder besmettelijke Delta-variant van

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Two questions for autumn

Two questions for autumn

🕔11:15, 8.Sep 2021

Capital Markets Monthly Summer is coming to an end in the northern hemisphere. Whether the stock markets will begin to see cooler temperatures following the sharp price increases of these past few months, or conversely, whether we can expect an

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Barometer: Dealing with Delta

Barometer: Dealing with Delta

🕔15:40, 7.Sep 2021

Asset allocation: stimulus and vaccine offer enduring support Economic growth has clearly slowed in recent months thanks in large part to the spread of the particularly infectious Delta variant of Covid. Still, with monetary stimulus in plentiful supply and vaccination

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The Delta dilemma

The Delta dilemma

🕔11:58, 6.Sep 2021

Asset Allocation Monthly: During August, investor edginess increased. Financial markets partly reflected this with a decline in equities and commodities, a fall in long-term bond yields, and a rise in the US dollar. Expectations about the US Federal Reserve’s monetary

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Preparing for the start of a ‘mini-cycle’

Preparing for the start of a ‘mini-cycle’

🕔08:23, 1.Sep 2021

– The recovery phase of the US economic cycle is increasingly mature and looks set transition to its next phase in the coming months, a ‘mini-cycle’, similar to the long expansions of the 1990s and in the post-Global Financial Crisis

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Merger Arbitrage Opportunity

Merger Arbitrage Opportunity

🕔12:14, 31.Aug 2021

Sellers Squeeze through a Narrow Door: Lord Rothschild famously said, “the time to buy is when there's blood in the streets.” A confluence of technical reasons and limited fundamental disappointment has led to remarkable carnage in the merger arbitrage space

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Long View Q2: the impact of rates on returns

Long View Q2: the impact of rates on returns

🕔08:15, 30.Aug 2021

1 / Summary Within this report, we present the DWS long-term capital market assumptions as of the end of June 2021 for major asset classes. As the world has continued to rebound strongly from the COVID-19 crisis, global risk markets

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Klimaatrisico en Strategische Asset Allocatie

Klimaatrisico en Strategische Asset Allocatie

🕔08:20, 23.Aug 2021

Marktvisie ESG-integratie:  Klimaatrisico wordt steeds tastbaarder, zowel in de fysieke- als in de beleggingswereld. 2020 was, samen met 2016, het warmste jaar ooit sinds het begin van de metingen in 1880: de (oppervlakte) temperatuur bereikte een niveau van 1,02 graden

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Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔14:34, 19.Aug 2021

At the same time that China has taken steps to stabilise its slowing economy with measures such as a surprise reserve requirement ratio cut and pledge to increase fiscal support, policymakers continued to advance social policies through increased regulation, the

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Balancing Act

Balancing Act

🕔08:30, 19.Aug 2021

Global Asset Allocation: The View From Europe At the same time that China has taken steps to stabilise its slowing economy with measures such as a surprise reserve requirement ratio cut and pledge to increase fiscal support, policymakers …

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Sticking With Value

Sticking With Value

🕔15:07, 17.Aug 2021

From November 2020 to early May 2021, U.S. value stocks generated strong absolute and relative performance versus U.S. growth stocks, a trend also seen in global equity markets. However, the value rally has recently fizzled, and growth stocks have regained

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Geen ontwijkende actie nodig

Geen ontwijkende actie nodig

🕔16:13, 16.Aug 2021

Zelfs als China zijn regelgeving aanscherpt en het aantal Covid-19-besmettingen onaangenaam hoog blijft, zullen de aandelen waarschijnlijk niet lijden als het economische herstel zich doorzet. Voor beleggers is er dit jaar geen zomerpauze. De wereldeconomie blijft erop vooruitgaan ondanks de

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A Moderating Outlook for Equities

A Moderating Outlook for Equities

🕔11:41, 13.Aug 2021

KEY INSIGHTS Our Asset Allocation Committee modestly decreased the allocation to equities recently, given elevated stock valuations and a moderating economic outlook. In our view, key performance drivers may peak in the near term, which could temper potential equity returns

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Taking stock on China

Taking stock on China

🕔11:16, 9.Aug 2021

Slower activity We see last week’s developments in line with China’s long-term hawkish macro policy stance and regulatory clampdown as the country pursues quality growth. This process is not a straight line, and we see a dovish shift in the

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Barometer: No need for evasive action

Barometer: No need for evasive action

🕔07:55, 9.Aug 2021

Asset allocation: Maintaining perspective  There is no summer lull for investors this year. The global economy is powering ahead despite the resurgence of Covid-19 infections while inflationary pressures continue to build, particularly in the US. Then there’s renewed upheaval in

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When consensus becomes a pain trade

When consensus becomes a pain trade

🕔15:52, 6.Aug 2021

The economic normalization process is well under way, notwithstanding a flare-up in new coronavirus cases. The return to normality is most evident in regions where the vaccine roll-out has been smooth. Inflation numbers have risen sharply, but we see this

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Is the bond broken?

Is the bond broken?

🕔10:19, 6.Aug 2021

An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. However, the decadelong bull era in both government bonds and equities has led investors to ask whether this

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From growth euphoria to inflation blues

From growth euphoria to inflation blues

🕔16:01, 5.Aug 2021

Global Investment Views  The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant

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The Value vs. Growth Reversal Is Delivering Returns, with a Long Runway Left

The Value vs. Growth Reversal Is Delivering Returns, with a Long Runway Left

🕔08:00, 5.Aug 2021

MID-YEAR LETTER FOR 2021 Asset Allocation Team: Equity Allocation Strategies  Key Points The Value vs. Growth reversal is delivering returns, with a long runway left. The historic valuation gap between global Value and Growth stocks finally began its reversal. Our

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021 Invesco Global Sovereign Asset Management Study

021 Invesco Global Sovereign Asset Management Study

🕔14:33, 4.Aug 2021

With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term

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AA Q3 outlook: Summertime for investors? 2021

AA Q3 outlook: Summertime for investors? 2021

🕔00:33, 29.Jul 2021

We continue to favour staying long equities, and are prepared to increase our exposure in a dip, as investors bask in the sunshine of a global economy in mid-cycle. From a strategic perspective, the current market environment is increasingly challenging

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How investors can reach their 7% return target

How investors can reach their 7% return target

🕔17:55, 28.Jul 2021

IN BRIEF Traditional investment approaches are unlikely to meet investors’ long-term goals in the coming years. Simply taking on more market risk will not suffice. There’s no single silver bullet here. Yet investors can reach a 7% return target by

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Easy on the Austerity

Easy on the Austerity

🕔10:59, 26.Jul 2021

Global Asset Allocation: The View From Europe Following a shaky start to its vaccine rollout, Europe appears to be recovering as businesses are reopening and lockdowns continue to ease in some areas. As the European Central Bank debates the extension

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T. Rowe Price – Global Markets and the Implications for Asset Allocators

🕔11:00, 22.Jul 2021

Join Yoram Lustig – Head of Multi-Asset Solutions EMEA & LATAM and Michael Walsh – Solutions Strategist, for our midyear asset allocation webinar as they discuss key themes for the second half of the year and how to prepare portfolios for the

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Building climate resilience within a strategic asset allocation framework

Building climate resilience within a strategic asset allocation framework

🕔16:06, 21.Jul 2021

KEY POINTS Our climate research shows that certain asset classes and regions face material and growing climate risks in the next 10 to 30 years. Allocators should anticipate a wider range of outcomes in climate-sensitive asset classes and, potentially, plan-level

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How Far Are We in This Value Rotation?

How Far Are We in This Value Rotation?

🕔12:45, 21.Jul 2021

KEY INSIGHTS The value style of investing “caught a bid” after encouraging vaccine news from Pfizer last November. Since then, the value style dramatically outperformed the growth style. This came after a decade of underperformance. The extreme divergence in performance between

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Summer rebound

Summer rebound

🕔08:06, 21.Jul 2021

House View  Restrictions are being lifted in the developed world releasing pent-up demand. Fiscal and monetary policy remains hugely accommodative. This will result in high growth figures in the coming quarters. The pandemic is however far from over as variants

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