What sort of portfolio can stand up to present unstable situations?
Goldman’s latest reverse in its prediction from a recession to no recession inside 73 minutes is emblematic of the extent to which uncertainty weights on markets. The insights listed beneath will assist allocators navigate the present tumult.
Diversification and Asset Allocation within the Submit-COVID Period (PMR)
Diversification is the monetary embodiment of the age-old injunction to to not put all of 1’s eggs in a single basket.
Relative Worth & Tactical Asset Allocation – Q2 2025 (MetLife IM)
For compliance causes, this paper is just accessible in sure geographies
This report touches on quite a lot of key market and financial developments which might be shaping asset allocation selections.
The Wind of Change (Candriam)
Lengthy-Quick Fairness methods with a progress tilt have lagged because of the underperformance of their lengthy positions versus shorts.
Making Diversification Nice Once more (UBS AM)
Whereas the market setting has turn into trickier, the advantages of diversification have grown as cross-asset and regional correlations have declined.
Asset Allocation & International Fastened Earnings Markets (Invesco)
For compliance causes, this paper is just accessible in sure geographies
International fastened revenue traders should navigate an more and more unsure macroeconomic improvement. The place can traders allocate to fastened revenue?
Past 60/40: Personal Property in an Period of Excessive Public Valuations (Apollo)
The S&P 500 rose greater than 20% in each 2023 and 2024. This efficiency has, in latest weeks, been misplaced as a result of volatility brought on by U.S. commerce insurance policies.
EM Sovereign Bond Allocation with Macro Danger Scores (Macrosynergy Analysis)
Macro threat premium scores are a straightforward and intuitive method to monitor disparities between market-implied credit score threat and associated threat fundamentals.
Managing Danger Exposures to Personal Fairness by way of Public Fairness (FTSE Russell)
For compliance causes, this paper is just accessible in sure geographies
FTSE Russell and CBOE analyze private and non-private fairness efficiency and discover that Russell 2000 choices can be utilized to hedge non-public fairness threat exposures.
Enhancing Portfolio Resilience in Right now’s Macro Atmosphere (Franklin Templeton)
For compliance causes, this paper is just accessible in sure geographies
Given the latest weeks (and certainly, the latest months), there are a large number of explanation why traders really feel susceptible. Right here is methods to bolster your portfolio.
Tactical Asset Allocation with Macroeconomic Regime Detection
This paper extends the tactical asset allocation literature by incorporating regime modeling utilizing methods from machine studying.
Sensible Cash Continues to Like Personal Debt and Personal Fairness (Cliffwater)
Most allocators direct monies to asset lessons based mostly upon long-term anticipated returns, threat, and correlations.
Conventional Asset Allocation with Digital Property (Wilshire Indexes)
A key query answered by this paper is: What’s an affordable candidate to interchange the normal asset allocation strategy?
