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Tag "Asset Allocation"

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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Lifecycle investing: From theory to practice

Lifecycle investing: From theory to practice

🕔08:00, 26.Jul 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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A Moderating Outlook for Equities

A Moderating Outlook for Equities

🕔08:41, 23.Jul 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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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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Mid-Cycle Investing: Time to Get Selective

Mid-Cycle Investing: Time to Get Selective

🕔09:21, 20.Jul 2021

SUMMARY The global economy is in a mid-cycle expansion, following peaks in policy support and growth, and what is likely a transitory spike in inflation. We expect global growth to moderate to a still abovetrend pace in 2022. Growth-oriented assets, such as equities

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Managing inflation: no easy options

Managing inflation: no easy options

🕔10:28, 16.Jul 2021

A shift from ‘lowflation’ to a moderately rising inflation regime could bring with it greater dispersion in asset returns. While ultimately positive for investors, the transition may …

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A taxing question for U.S. stocks

A taxing question for U.S. stocks

🕔08:20, 16.Jul 2021

We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the …

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AFM – Sectorbeeld Pensioenen – 2021

AFM – Sectorbeeld Pensioenen – 2021

🕔08:49, 14.Jul 2021

De stand van zaken van de pensioensector: deelnemers maken weinig gebruik van keuzemogelijkheden

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Global economic slowdown ahead?

Global economic slowdown ahead?

🕔13:05, 13.Jul 2021

When we entered the second quarter of 2021, we stated in Allocation Views that “sometimes it is right to just go with the flow, at least for a while.” We thought that “this is perhaps one of those times” when

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Fed in a balancing act

Fed in a balancing act

🕔10:16, 13.Jul 2021

The economic normalization process is well under way in regions where the vaccine roll-out has been smooth. Inflation numbers and expectations have risen sharply, but we see this as transitory. During the June FOMC meeting, the Fed made a hawkish

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When will U.S. daily life return to normal?

When will U.S. daily life return to normal?

🕔11:50, 12.Jul 2021

As the U.S. continues its COVID-19 vaccination program, the Return to Normal Index measures human activity data relative to prepandemic levels. The index is constructed by our data scientists and fundamental analysts and tracks …

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Economic and asset allocation views Q3 2021

Economic and asset allocation views Q3 2021

🕔16:57, 9.Jul 2021

Economic overview .We are upgrading our forecast for global growth and now expect the world economy to expand by 5.9% this year (previously 5.3%) before slowing to 4.5% in 2022 (previously 4.6%). Our forecasts for inflation are also increased, with

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July/August 2021 CROSS ASSET Investment Strategy

July/August 2021 CROSS ASSET Investment Strategy

🕔20:07, 7.Jul 2021

Waters appear calm, but there are strong undercurrents. Large economies are at different stages of their journey towards peak acceleration, but rising…

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Things are so good that it’s time for a break

Things are so good that it’s time for a break

🕔20:05, 7.Jul 2021

A buoyant economic recovery, record stock markets and calm bond markets. Things have been going all too well and the next surprises are unlikely to be positive. Global economic growth is slightly up, so are equity price targets, though, we see

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Guide to the Markets – Q3 2021

Guide to the Markets – Q3 2021

🕔10:15, 6.Jul 2021 Read Full Article
Taking a tactical approach to a new investment era

Taking a tactical approach to a new investment era

🕔13:10, 1.Jul 2021

Investors across the Asia Pacific region are becoming more selective in their asset choices, with long-term capital growth, diversification and sustainability playing key roles in where, why and how they allocate in 2021, according to an exclusive survey by AsianInvestor

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Inflation blows on markets, and investors need to act

Inflation blows on markets, and investors need to act

🕔16:09, 30.Jun 2021

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation. Markets are pricing in a Goldilocks scenario: low inflation and higher growth at trend, but we will

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The U.S. economy is moving toward mid cycle

The U.S. economy is moving toward mid cycle

🕔09:15, 29.Jun 2021

Global Asset Allocation Views: High frequency data suggest that economic activity is surging, aggregate household balance sheets are in good health, and economic output in developed markets is expected to surpass pre-pandemic levels by 3Q21. The question, perhaps, might be

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Change? What change?

Change? What change?

🕔11:59, 28.Jun 2021

This month delivered a surprise from the Federal Reserve, which appeared more hawkish due to the shift in the dot plots. However, after listening to Chairman Powell speak, we believe that little has actually changed. Yes, the Fed has an

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The Big Picture 2021 Q3

The Big Picture 2021 Q3

🕔11:34, 28.Jun 2021

We believe this economic cycle is in its infancy and, despite valuation concerns, are sticking with a preference for cyclical assets within our Model Asset Allocation. We make minimal changes, with a small reduction in the allocation to commodities (to

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Preparing for the start of a ‘mini-cycle’

Preparing for the start of a ‘mini-cycle’

🕔12:23, 23.Jun 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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Asset allocation: Private markets in global multi-asset portfolios

Asset allocation: Private markets in global multi-asset portfolios

🕔08:34, 23.Jun 2021

The private markets (PMs) landscape has matured considerably in recent years alongside an increase in investor appetite. The accompanying flow of capital has helped to carve out and develop the distinct PM asset classes we are familiar with today. In

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Fixed Income Monthly – June 2021

Fixed Income Monthly – June 2021

🕔12:42, 22.Jun 2021

The rapid roll-out of vaccinations across the US and the UK, with Europe catching up, pushed developed market PMIs once again to record highs in May. Business activity and new orders have accelerated across both manufacturing and services sectors, business

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Pictet Asset Management past de Asset Allocatie defensief aan

Pictet Asset Management past de Asset Allocatie defensief aan

🕔07:42, 21.Jun 2021

In de Investment Outlook van juni geeft Pictet Asset Management haar visie op de wereldwijde economische ontwikkelingen en de gevolgen hiervan op de Asset Allocatie. De belangrijkste boodschap kan kort worden samengevat. Pictet AM verwacht een vertraging van de economische

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Just Passing Through?

Just Passing Through?

🕔11:18, 17.Jun 2021

Global Asset Allocation – The View From Europe: The Federal Reserve has been consistent in its messaging that a near-term spike in inflation pressures will be transitory and recede once COVID-related impacts fade. The latest inflation print showed that prices,

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The Next (Re-opening) Wave

The Next (Re-opening) Wave

🕔16:54, 15.Jun 2021

Asset Allocation Monthly – June 2021: Investor attention is turning to where economic growth will accelerate next as vaccine rollouts allow more and more economies to reopen. The current leaders, the US and UK, will soon pass the baton to

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Digest and rebalance

Digest and rebalance

🕔16:32, 11.Jun 2021

Macro data are increasingly heralding the start of the economic normalization process in regions where the vaccine roll-out has been smooth. In the US more infrastructure spending has been announced. Inflation numbers and expectations have risen, but we see this

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Digest and rebalance

Digest and rebalance

🕔10:15, 7.Jun 2021

Multi Asset Monthly: Macro data are increasingly heralding the start of the economic normalization process in regions where the vaccine roll-out has been smooth. In the US more infrastructure spending has been announced. Inflation numbers and expectations have risen, but

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Cross Asset Investment Strategy

Cross Asset Investment Strategy

🕔10:36, 4.Jun 2021

We maintain the narrative and probabilities of our central and alternative scenarios. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy. Vaccine-resistant virus variants, hawkish policy surprises and geopolitical tensions are

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Asset allocation update: standing pat

Asset allocation update: standing pat

🕔09:00, 2.Jun 2021

In a game of cards “standing pat” is to retain one’s hand as dealt, without drawing other cards. Standing pat also captures how we have managed our asset allocation in recent months, making few changes to our overall preferences. We

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Video: Asset allocation video – Passing the baton

Video: Asset allocation video – Passing the baton

🕔13:35, 18.May 2021

Equity and fixed income markets have benefited from both stepped-up central bank support and governments shifting from austerity as a response to economic shocks to fiscal generosity. Equity valuations are now at 20-year highs, partly on the back of the

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Crosscurrents

Crosscurrents

🕔09:14, 18.May 2021

Global Asset Allocation: The View From Europe  A renewed surge in coronavirus cases across several emerging markets (EM) countries—including India, Brazil, and Argentina—is weighing heavily on these economies as they struggle with insufficient medical infrastructure and access to vaccines. In

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Passing the Baton

Passing the Baton

🕔11:57, 17.May 2021

Asset Allocation Monthly: Equity and fixed-income markets have benefited over the last year not only from stepped-up central bank support, but also from a clear abandonment of ‘austerity’ as a response to economic shocks. Instead of regaining investors’ trust through

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Global Asset Allocation Insights

Global Asset Allocation Insights

🕔16:22, 14.May 2021

The global recovery has continued to gain traction in recent months, taking an uneven shape across regions. The Covid-19 pandemic is far from over, with recent virus surges and uneven vaccine roll-out continuing to challenge the timeline for economic reopening,

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Barometer: Het zit ‘m in de prijs

Barometer: Het zit ‘m in de prijs

🕔08:47, 13.May 2021

Terwijl de economische omstandigheden blijven verbeteren, zijn er tekenen dat de rally in de markt vooruitloopt op de fundamentals. Wij hebben onze positie in aandelen dan ook teruggebracht tot 'neutraal'. Na slechts vier maanden hebben de wereldwijde aandelenmarkten onze doelstellingen

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2021 Recovery to continue and beat potential

2021 Recovery to continue and beat potential

🕔12:01, 6.May 2021

April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward, the progression of the recovery will likely be the key market driver, leading to greater divergences.

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Q2 Outlook: Staying the course

Q2 Outlook: Staying the course

🕔15:45, 3.May 2021

With record amounts of stimulus still gushing through global markets, and the economic cycle at a relatively early stage, we remain positive on risk assets. Risk assets have notched up strong and even spectacular returns from their pandemic lows, prompting

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Capital Markets View – April 2021

Capital Markets View – April 2021

🕔10:00, 3.May 2021

The US market hit all-time highs during the first quarter and a number of non – US markets joined the march upwards, including the Canadian and European equity markets. Those non-US markets have tended to have a healthy tilt toward

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Long Term Asset Class Forecast

Long Term Asset Class Forecast

🕔14:41, 30.Apr 2021

Our longer-term asset class forecasts are forward-looking estimates of total return and risk premia, generated through a combined assessment of current valuation measures, economic growth, inflation prospects, ESG considerations, yield conditions as well as historical price patterns. We also include

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Reason to Worry?

Reason to Worry?

🕔14:24, 22.Apr 2021

Global Asset Allocation: The View From Europe  Equity markets are riding higher on unwavering optimism, which has driven the S&P 500 up over 20% above its pre-COVID-19 levels. Despite higher valuations, bouts of risk and pockets of froth in the

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As the US recovery matures, returns will be driven by earnings

As the US recovery matures, returns will be driven by earnings

🕔10:18, 19.Apr 2021

Monthly Investment Outlook ■ In March, rising yields caused a dramatic rotation in equity markets, leading to modest gains in stock market indices, while exposing global bond investors to losses. ■ Economic activity in the world’s largest economy continued to

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Ebb and Flow

Ebb and Flow

🕔16:44, 15.Apr 2021

The ebb and flow of US real interest rates, inflation expectations and the future level of policy rates remain the key drivers for asset returns globally. For example, local currency emerging market debt yields have largely mirrored those of …

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Commodities rewired

Commodities rewired

🕔14:03, 15.Apr 2021

Oil and industrial metals have rallied since late-2020 on expectations for a swift economic restart, sparking talk of a new commodity “supercycle.” We see a more nuanced outlook – with a divergence across different commodities. The lift for oil from the economic restart is likely to be transitory, while some metals may benefit …

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The vaccine rollout can boost the support driven recovery

The vaccine rollout can boost the support driven recovery

🕔08:37, 15.Apr 2021

The economy remains on pause in many parts of the world, but the vaccine rollout is improving the prospect of normalization and supports a positive medium-term outlook. In the meantime, global economies remain heavily supported …

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Foundations of a cycle-driven approach to asset allocation

Foundations of a cycle-driven approach to asset allocation

🕔13:55, 12.Apr 2021

Foundations of a cycle-driven approach to asset allocation Countercyclical Investing

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