May 15, 2023 Connecting the Disinflation Dots in Multi-Asset Strategies by Caglasu Altunkopru, Aditya Monappa As more evidence points to softer inflation, multi-asset investors should consider what a return to pre-pandemic inflation dynamics means for asset allocation. Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
April 11, 2023 The Picture Brightens for Government Bonds as Multi-Asset Diversifiers The diversification benefits of US government bonds have improved in 2023, providing near-term opportunities for multi-asset income investors. Income, Invest for Efficient Income, Multi-Asset Likes 0 SHARE Bookmarks
April 06, 2023 Dividend Investing: Broader Is Better for Multi-Asset Strategies by Karen Watkin, Cherie Tian, Edward Williams, Eugene Smit Dividend investing should expand beyond traditional dividend-paying stocks to generate income effectively without giving up return potential in growth-led markets. Income, Multi-Asset Likes 0 SHARE Bookmarks
March 08, 2023 Is Your Target-Date Strategy Ready for a New Investment Regime? by Christopher Nikolich, Elena Wang A challenging 2022 highlighted the need for design improvements in some target-date strategies—more diversification of stock and bond exposures. Multi-Asset, Plan Design, Rising Rates, Target-Date Solutions Likes 0 SHARE Bookmarks
February 28, 2023 Factoring Next-Gen Inflation Resilience into Multi-Asset Strategies by Vinod Chathlani, Cherie Tan, Mark Gleason Inflation protection needs to evolve with a changing investment world. A style-balanced strategy of future-resources stocks may be an effective addition to classic inflation hedges. Climate Change, Inflation, Invest for Purpose, Multi-Asset, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 07, 2023 Reading the Signals: EM Equities Still Highlighted in Multi-Asset Strategies Despite recent outperformance, our quant signals remain strongly positive on EM vs. developed-market stocks. Asset Allocation, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
February 03, 2023 Multi-Asset 2023 Outlook: Inching Back to Normalization by Caglasu Altunkopru, Aditya Monappa In 2023, the path to normalization will be bumpy. Multi-asset investors must be dynamic, balancing inflation resilience with growth potential—and a measure of volatility mitigation. Economics, Inflation, Multi-Asset, Rising Rates, Volatility Likes 0 SHARE Bookmarks
November 23, 2022 Three Income Themes for Multi-Asset Investors in 2023 by Karen Watkin, Edward Williams Multi-asset income strategies should feature high-dividend stocks, high-yield credit and global government bonds in 2023. Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
November 17, 2022 Reading the Signals: Consider Leaning into EM Equities in Multi-Asset Strategies EM equities have lagged DM, with many EM countries badly hurt by the impact of COVID, the global economic slowdown and a strengthening US dollar. Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
November 15, 2022 As Workforce Sentiments Change, Retirement Income Needs Haven’t by Jennifer DeLong, Andrew Stumacher Matching workforce value propositions to changing employee needs can help ease growing anxieties about retirement and financial wellness. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
November 01, 2022 Can Multi-Asset Approaches Balance Sustainable Investing Risks? by David Hutchins, Henry Smith Sustainable investors are aligning themselves with some of the world’s most powerful growth trends—but this approach can inhibit diversification. Multi-Asset, Responsible Investing/ESG, Rising Rates Likes 0 SHARE Bookmarks
October 19, 2022 Can China Revive Economic Growth Post-Congress? by Caglasu Altunkopru China’s 20th National Congress could help air ideas for more growth-supportive policies. China, Economics, Emerging Markets, Multi-Asset, Policy & Regulation Likes 0 SHARE Bookmarks
September 26, 2022 Tackling the Income Problem by Brian Resnick Investors seeking to boost their income generation face a challenge: how to do it while still managing risk? Creating efficient income is the key. Fixed Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks