Portfolio perspectives
Investment strategies and asset allocation
Featured
PORTFOLIO PERSPECTIVES | Article – 4 Min
Low-volatility equities under COVID-19
Many investors consider low-volatility stocks to be reliable defensive equity investments over the long term, delivering higher risk-adjusted returns than…
Latest
PORTFOLIO PERSPECTIVES | Article - 2 Min
Exploiting the low volatility anomaly in practice
The low volatility anomaly, first reported on 50 years ago, can be implemented across asset classes, sectors and regions. As...
PORTFOLIO PERSPECTIVES | Podcast - 14:04 MIN
Talking heads – Tapping into the wide fixed income opportunity set
Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. The...
PORTFOLIO PERSPECTIVES | Article - 2 Min
Shifting expectations among investors on ETFs
Investors we have surveyed expect the European market for ESG[1]exchange-traded funds (ETFs) to continue to expand over the coming year....
PORTFOLIO PERSPECTIVES | Article - 1 Min
Graph of the week – Volatility in bonds creates opportunities
A flight to safety in the wake of the failure to two US banks led to an abrupt fall in...
PORTFOLIO PERSPECTIVES | Podcast - 11:41 MIN
Talking heads – Sheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies...
PORTFOLIO PERSPECTIVES | Podcast - 14:24 MIN
Talking heads – US high-yield bonds, where do we go from here?
High-yield bonds – defined as corporate bonds rated below BBB− or Baa3 by established credit rating agencies – have had...
PORTFOLIO PERSPECTIVES | Article - 4 Min
Investing in water - A raft of solutions
The opportunities are not only a consequence of climate change effects – severe flooding or drought – but also of...
PORTFOLIO PERSPECTIVES | Article - 2 Min
Evidence of the low volatility anomaly
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a...
PORTFOLIO PERSPECTIVES | White paper - 4 Min
Allocating to private assets in open-ended funds
Private assets such as private equity and private debt have come to the fore as a viable alternative for investors...
Talking heads
PORTFOLIO PERSPECTIVES | Podcast - 14:04 MIN
Talking heads – Tapping into the wide fixed income opportunity set
Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. The...
PORTFOLIO PERSPECTIVES | Podcast - 11:41 MIN
Talking heads – Sheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies...
Asset allocation
PORTFOLIO PERSPECTIVES | White paper - 4 Min
Long-term asset allocation – A different outlook
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x...
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 2 Min
Multi asset update – US equities back to neutral after early sprint
Following a strong new-year rally in US equities, we have taken profits on the long position we held in the...