April 19, 2022 Materie prime: la parola d’ordine è “equilibrio” by Vinod Chathlani, Mark Gleason Con l’inflazione sui massimi degli ultimi 40 anni, gli investitori sono alla ricerca di asset che possano smorzarne gli effetti. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
April 08, 2022 Higher Yields Expand Income Options for Multi-Asset Investors For years, income has been a challenge for many investors, but the yield landscape has improved somewhat since early 2022. Asset Allocation, Income, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 31, 2022 Balance Is the Watchword with Commodities Exposure by Vinod Chathlani, Mark Gleason Recent forces have made a broad group of commodities attractive. But risk and return patterns vary widely, so the key to commodities exposure is accessing opportunities in a diversified mix. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
March 15, 2022 SFDR Unpacked: What to Look for in Article 8 and 9 Portfolios by Michelle Dunstan, Amelia Sexton There are no shortcuts to creating ESG-focused portfolios that comply with regulation and investor expectations. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 09, 2022 Being Selective in High-Yield Credit Can Help Multi-Asset Strategies With spreads much wider and solid fundamentals behind them, high-yield bonds have become more attractive for multi-asset investors. Asset Allocation, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
January 21, 2022 Bolstering Asset Allocation Defenses Against COVID-19 by Sharat Kotikalpudi, Mark Gleason In our view, modestly capping exposures to certain COVID-19-sensitive macro assets can enhance asset-allocation risk management. Asset Allocation, Coronavirus, Multi-Asset Likes 0 SHARE Bookmarks
January 11, 2022 Proposed DOL Rule a Big Step Forward for ESG in DC Plans by Jennifer DeLong, Michelle Dunstan The Department of Labor’s new proposed rule clarifies how DC plan fiduciaries can consider ESG in investment selection. In our view, it represents meaningful progress. Multi-Asset, Plan Design, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 18, 2021 Making ESG Second Nature in Asset Allocation by 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, Climate Change, Invest for Purpose, 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, Climate Change, 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. Equities, Fixed Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks