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Asset Allocation Monthly - A narrower distribution, skewed to the downside
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article – 5 Min

Asset Allocation Monthly – A narrower distribution, skewed to the downside

We judge the risks to growth as being skewed increasingly to the downside, particularly in the US. We see roughly…

MAYA BHANDARI
+1 other(s)
| 07.06.2023

Latest

Talking Heads – Household loans, an alternative asset class that improves the mix
PORTFOLIO PERSPECTIVES | Podcast - 12:18 MIN

Talking Heads – Household loans, an alternative asset class that improves the mix

As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for...

ANDREW CRAIG
+1 other(s)
| 05.06.2023
Talking Heads - Good times in European high-yield debt
PORTFOLIO PERSPECTIVES | Podcast - 10:39 MIN

Talking Heads - Good times in European high-yield debt

Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Among...

OLIVIER MONNOYEUR
+1 other(s)
| 30.05.2023
Talking Heads – Offence or defence in multi-asset portfolios?
PORTFOLIO PERSPECTIVES | Podcast - 10:39 MIN

Talking Heads – Offence or defence in multi-asset portfolios?

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination...

MARK RICHARDS
+1 other(s)
| 22.05.2023
Fixed income outlook - Room for a pause in the UK
QUARTERLY
FIXED INCOME OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Article - 2 Min

Fixed income outlook - Room for a pause in the UK

The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower...

OLIVIER DE LAROUZIERE
| 22.05.2023
Talking Heads – Stewardship, the power of persuasion
PORTFOLIO PERSPECTIVES, , | Podcast - 10:25 MIN

Talking Heads – Stewardship, the power of persuasion

On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better...

MICHAEL HERSKOVICH
+1 other(s)
| 15.05.2023
Fixed income outlook - Eurozone regains some lustre
QUARTERLY
FIXED INCOME OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Article - 2 Min

Fixed income outlook - Eurozone regains some lustre

We believe the European banking sector is fundamentally sound. Tighter regulation of banks than in the US suggests to us...

OLIVIER DE LAROUZIERE
| 15.05.2023
Asset Allocation Monthly – Different phases
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 5 Min

Asset Allocation Monthly – Different phases

In our latest Asset Allocation Monthly, we present our view of where the three main regions are in the different...

MAYA BHANDARI
+1 other(s)
| 10.05.2023
Diversified Loans: outlook and opportunities
PORTFOLIO PERSPECTIVES | Video - 7:02 MIN

Diversified Loans: outlook and opportunities

Our Diversified Loan strategy, managed by Dynamic Credit Group, specialists in small loan investing, offers seamless and scalable access to...

Infrastructure debt: An essential ingredient
PORTFOLIO PERSPECTIVES | Article - 3 Min

Infrastructure debt: An essential ingredient

With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation...

Talking heads

Talking Heads – Household loans, an alternative asset class that improves the mix
PORTFOLIO PERSPECTIVES | Podcast - 12:18 MIN

Talking Heads – Household loans, an alternative asset class that improves the mix

As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for...

ANDREW CRAIG
+1 other(s)
| 05.06.2023
Talking Heads - Good times in European high-yield debt
PORTFOLIO PERSPECTIVES | Podcast - 10:39 MIN

Talking Heads - Good times in European high-yield debt

Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Among...

OLIVIER MONNOYEUR
+1 other(s)
| 30.05.2023

Asset allocation

Asset Allocation Monthly - A narrower distribution, skewed to the downside
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 5 Min

Asset Allocation Monthly - A narrower distribution, skewed to the downside

We judge the risks to growth as being skewed increasingly to the downside, particularly in the US. We see roughly...

MAYA BHANDARI
+1 other(s)
| 07.06.2023
Asset Allocation Monthly – Different phases
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 5 Min

Asset Allocation Monthly – Different phases

In our latest Asset Allocation Monthly, we present our view of where the three main regions are in the different...

MAYA BHANDARI
+1 other(s)
| 10.05.2023

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