November 1 2024 Markets InsightRebecca Patterson Trading lessons on US elections Even when there is a clear policy shift to trade on, timing and implementation of changes is critical October 29 2024 Markets InsightDavid Booth Vote with your ballot, not your life savings ...
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Government bond yields have drifted lower and equity markets have rallied since our last Outlook. The Asset Allocation Committee (“the AAC” or “the Committee”) sees no imminent relief from the current challenging mix of slow real growth and tighter financial conditions, however, even as inflat...
and migrating years ago to having around 80% of portfolio in Vanguard LS funds, i dont feel like switching to separate Bond and Equity holdings to implement McClungs dynamic asset allocation model is for me. Rather i will use the 3 years baseline cash that i hold for living expenses,...
Consumer Defensive 5.45% Basic Materials 5.28% Communication Services 3.36% Utilities 0.8% Real Estate 0.71% US Stock 25.92% US Bond 23.15% Non US Bond 3.57% Cash 3.52% Other 2.39% Preferred 0.32% Country Allocation % Allocation United States ...
Asset allocation has historically focused on traditional asset classes—public equities, fixed income and cash instruments. However, given the outlook for continued modest traditional market returns and rising inflation, investors are increasingly looking at private equity to improve portfolio performance over...
The choice and adherence to our long-term investment policy and asset allocation is the core driver of portfolio returns, and therefore risk. Choosing the right mix, over the right time and for the right risk appetite is the best means to deliver expected returns. ...
KKR released its 2021 mid-year outlook piece by Henry McVey, CIO of KKR’s Balance Sheet and Head of Global Macro and Asset Allocation. In his latest Insights piece, McVey delves into a key question on investors’ minds: Will the post-pandemic economy...Read Story ...
Footnote 1 Despite the strong growth in ESG integration across investor types, however, many institutional investors still choose to integrate just one or two of the factors or have yet to consider ESG factors at all in their asset allocation process.Footnote 2 Moreover, while articles in this ...
The ESG Multi-Asset Fund follows an asset allocation policy that seeks to maximise total return in a manner consistent with the principles of environmental, social and governance “ESG”-focussed investing.The Fund invests globally in the full spectrum o