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Tag "Asset Allocation"

Capital Market Assumptions

Capital Market Assumptions

🕔16:33, 10.Jul 2020

Expected real returns for major asset classes as of March 31, 2020  Volatile Q1 2020 Followed an Exceptionally Benign Decade The 2010s were exceptional for stock/bond portfolios

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Strategic Asset Allocation for a +1.5°C World: a proposed framework

Strategic Asset Allocation for a +1.5°C World: a proposed framework

🕔13:27, 9.Jul 2020

Responsible Investment   Climate change is material risk – Global warming poses long-term physical risks as the climate changes, as well as nearer term risks as the energy sector shifts from fossil fuels …

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Economic and asset allocation views

Economic and asset allocation views

🕔09:18, 9.Jul 2020

Economic overview We are downgrading our forecast for global growth once more to reflect the weakness seen in the first quarter. Overall we see global activity falling 5.4% this year, a deeper contraction than our previous forecast of -2.9% and

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Asset allocation update: clipping back risk appetite

Asset allocation update: clipping back risk appetite

🕔07:42, 9.Jul 2020

Multi-asset | July 2020  We all know – or rather, have heard of – Warren Buffet. One of his more famous mantras is: to get rich you need to be fearful when others are greedy, and greedy when others are

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Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

🕔14:50, 7.Jul 2020

How interest rates could remain at emergency levels for a sustained period. KEY INSIGHTS Central banks are likely to remain cautious for some time, keeping the short end of developed government bond curves anchored. Longer-dated government bonds could face greater volatility

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Pension Agreement, COVID-19 and Asset Allocation in our Top Five

Pension Agreement, COVID-19 and Asset Allocation in our Top Five

🕔09:48, 4.Jul 2020

#27 Before we start with the Top Five Best Read of the past week, let’s dive into a few upcoming webinars first: Lazard AM is going live on Tuesday 7 July with a webinar called “Investing in Gender Diversity –

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Sector Rotation: Can the Approach Work in Different Countries?

Sector Rotation: Can the Approach Work in Different Countries?

🕔15:41, 3.Jul 2020

Research on sector rotation, which is a popular tactical asset allocation technique, often centres on using price momentum as the sole criterion to identify outperforming sectors. The aim here  …

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The Case for Bitcoin in an Institutional Portfolio

The Case for Bitcoin in an Institutional Portfolio

🕔15:26, 3.Jul 2020

This paper examines the case for adding bitcoin to a diversified portfolio of stocks and bonds. Specifically, we consider the impact that different allocations to bitcoin would have had on a Traditional Portfolio consisting of 60% equities and 40% bonds

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Asset Allocation View

Asset Allocation View

🕔14:59, 26.Jun 2020

Market Update   Despite economic data having weakened substantially the equity rally in the US has continued unabated, with markets up over 30% from their lowest point in late March. Meanwhile, policymakers have …

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:10, 25.Jun 2020

Global markets and multi-asset portfolios  This recession will forever be remembered as one of the most rapid and shocking economic slowdowns on record. The question at the forefront of asset allocation decisions is whether the recovery will be equally distinctive

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Warming up to Europe

Warming up to Europe

🕔11:34, 24.Jun 2020

BII Global weekly commentary We are warming up to European assets as the region steps up its policy response and demonstrates relative success in tamping virus growth. We are tracking the interplay of containment measures and mobility changes on activity

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UBP AM – Webinar – The global economy at the crossroads

🕔10:00, 24.Jun 2020

Webinar – The global economy at the crossroads Investment Outlook We are pleased to invite you to UBP’s webinar “Investment Outlook 2020 Reset”. Our investment experts will share their convictions on ways to protect assets against the fallout of the

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Melt Up

Melt Up

🕔11:15, 23.Jun 2020

Uneasy Truce? Relations between the U.S. and China have quickly turned fragile again amid controversy surrounding the coronavirus and China’s political influence on Hong Kong. Recent turmoil has reignited tensions that markets had hoped were resolved following last year’s Phase

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How Will Your Assets Perform in the Next Phase?

How Will Your Assets Perform in the Next Phase?

🕔13:28, 19.Jun 2020

We analyzed the performance of various asset classes across five economic phases: recovery, expansion, slowdown, downturn (not recessionary), and downturn (recessionary). Our analysis shows that stocks outperformed high yield bonds across all economic phases and that risk products generally performed

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Global Asset Allocation Investment Perspective

Global Asset Allocation Investment Perspective

🕔11:39, 19.Jun 2020

Overoptimism? Global financial markets have rocketed back from their late-March lows, with the S&P 500 briefly in positive territory for the year. Why are the financial markets performing so much better when the economy is still so weak? Financial markets

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Market Update May 2020 Core Allocations

Market Update May 2020 Core Allocations

🕔14:57, 12.Jun 2020

Despite economic data having weakened substantially the equity rally in the US has continued unabated, with markets up over 30% from their lowest point in late March. Meanwhile, policymakers have continued their aggressive efforts at damage control which has seen

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Transition phase

Transition phase

🕔14:56, 12.Jun 2020

Perspectives Markets continue to focus on reopening plans and future growth We choose to remain cautious for now, though we believe that downside risks have become more limited We remain constructive on the medium term and look to build positions

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Adding commodities to the mix

Adding commodities to the mix

🕔15:14, 9.Jun 2020

May: Oil is back…  Risky assets continued their ascent in May. The best-performing asset class was commodities, and oil in particular. After an extremely negative performance in April, oil rebounded sharply. Pandemic fears continue to wane, and countries are slowly

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A back-to-business rally

A back-to-business rally

🕔11:17, 8.Jun 2020

Multi Asset Monthly  With economies gradually reopening, the worst of the drop in growth seems to be behind us, even if the rebound in consumption is lagging behind the bounce in industrial production. The shape of the recovery still remains

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Gold, vulnerability and global investment views in our Top Five!

Gold, vulnerability and global investment views in our Top Five!

🕔10:34, 6.Jun 2020

#23 Asset Allocation might be the most used tag on OpinioPro and this past week is no different. Furthermore, of course the calendar is a well used page as well. Don’t forget to take a look and spot an interesting

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Investment Directions

Investment Directions

🕔13:58, 5.Jun 2020

The great poet Ralph Waldo Emerson famously wrote, “Do what we can, summer will have its flies.” As we head into the summer months, this mood may best describe nervous investors who recently experienced large bouts of market volatility due

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Multi Asset: a solid total portfolio approach for a complex world

Multi Asset: a solid total portfolio approach for a complex world

🕔08:15, 5.Jun 2020

The total portfolio approach (TPA)2 is a holistic approach to investing that has been adopted by an increasing number of institutional investors as a response to the weaknesses of a more traditional strategic asset allocation (SAA)-based methodology. With its focus

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Moderately greater risk tolerance: An update to our views

Moderately greater risk tolerance: An update to our views

🕔12:07, 4.Jun 2020

A changed economic and market environment leads us to an off-cycle update of our asset allocation views, typically published after our quarterly Strategy Summits. Overall, our views reflect a moderately greater risk tolerance and a recognition that central banks are

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Equity Risk Overlays Multi-Asset

Equity Risk Overlays Multi-Asset

🕔09:35, 1.Jun 2020

"For every complex problem there is an answer that is clear, simple, and wrong." Hedging equity portfolios against losses has become crucial for many equity asset owners after the long rally of 2009-2019 The rapid recovery following the Global Financial Crisis

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What asset classes should investors consider in times of great market uncertainty?

What asset classes should investors consider in times of great market uncertainty?

🕔09:15, 1.Jun 2020

Executive Summary The coronavirus crisis has understandably caused a great deal of unrest on the financial markets. This article examines the opportunities and threats at times when share prices have fallen sharply in a short period of time, spreads have

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