November 18, 2021 Making ESG Second Nature in Asset Allocation by Jess Gaspar, Sara Rosner ESG is increasingly fundamental to investing, and multi-asset investors face an added ESG dimension: strategic asset allocation. Keeping ESG objectives front and center in the process may not be as second nature as it is with traditional risk/return objectives, but alignment—and a strong investment policy statement—can help. Asset Allocation, Multi-Asset, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 16, 2021 Looking Back and Ahead: Eventful Decades for Emerging Markets by Morgan Harting Emerging markets have seen a transformation over the past decade, and we expect them to remain dynamic in the next decade. For investors seeking to tap opportunities across asset classes, one storyline will remain timeless. Asset Allocation, Currency, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
June 18, 2021 Getting Real About Rebuilding Inflation Protection by Vinod Chathlani, Mark Gleason With inflation on many investors’ minds today, thoughts are turning to possible portfolio design adjustments to counter the risk. Based on the dwindling real-asset allocations we’ve seen, we think rebalancing into a diversified exposure to these investments is a good place to start. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
May 11, 2021 Back to Business: Spending Surge Signals Demand by Karen Watkin, David Hutchins Global indicators continue to signal a sharp business recovery from last year’s COVID-19 pandemic lows. While inflation expectations are increasing as a result, business improvements offer multi-asset investors good reasons to remain tilted to equities for the next stage of the recovery. Coronavirus, Economics, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
April 20, 2021 Tackling the Income Problem by Brian Resnick Low rates create a dilemma for income investors—how to generate enough income and manage risk? Creating efficient income is the key. Fixed Income, Invest for Efficient Income, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 11, 2021 Is Your Portfolio Prepared for Inflation? by Ronit Walny, David Wong, Mark Gleason Investments behave differently during inflationary periods. A few adjustments can prepare your portfolio for what may come. Economic Outlook, Equities, Fixed Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
February 11, 2021 Cold Cash? How to Redeploy in Hot Markets by Scott Krauthamer Investors have parked record piles of cash on the sidelines amid concerns about valuations and volatility. But short-term safety comes at a price. By defining long-term goals, investors can put idle cash to work despite uncertainty about the path to recovery. Active & Passive , Alternatives, Asset Allocation, Economic Outlook, Equities, Fixed Income, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
February 08, 2021 Will High-Dividend Payers Make a Comeback in 2021? by Karen Watkin Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown early signs of a rebound in recent weeks. Coronavirus, Invest for Growth, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
November 17, 2020 Can Multi-Asset Investors Find Lasting Recovery in Emerging Markets? by Morgan Harting, Karen Watkin Emerging-market (EM) asset returns substantially lagged their developed-market (DM) counterparts over the last decade. In 2020 so far, EM equity performance has been on par with DM equities. Are we at an inflection point? Coronavirus, Emerging Markets, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
November 16, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 09, 2020 Intangible Assets Provide Tangible Defenses for Equities by Kent Hargis, Sammy Suzuki, Chris Marx Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion. Asset Allocation, Equities, Invest for Growth, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
September 10, 2020 For Multi-Asset Investors, Defense Is Now a Team Effort by Daniel J. Loewy, Vinod Chathlani, Jess Gaspar Sovereign bonds have long been the prime defensive asset for multi-asset portfolios. But in today’s extraordinary market conditions, should investors make more extensive use of other defensive choices? Asset Allocation, Multi-Asset Likes 0 SHARE Bookmarks
August 25, 2020 Is There Opportunity in COVID-19 Valuation Dislocations? by Daniel J. Loewy, Caglasu Altunkopru Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations. Asset Allocation, Coronavirus, Income, Multi-Asset Likes 0 SHARE Bookmarks