Asset Allocation

Joan Solotar, global head of private wealth solutions at Blackstone.
Asset Managers
February 21, 2024

Blackstone’s Solotar foresees structural shift to private credit

Interest in investing in private markets, private credit in particular, may have surged, but that…
Read more
KKR headquarters, New York, photo: Wally Gobetz, Flickr 
Asset Allocation
February 19, 2024

45% of family offices want more private credit in portfolios

More than half of family offices want to add even more private investments to portfolios by 2024…
Read more
Pictet Asset Management has an office on the Kirchberg Plateau in Luxembourg. Photo: IO
Asset Allocation
February 6, 2024

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global…
Read more
Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors.
Asset Managers
February 1, 2024

Allianz’s Dixmier sees no evidence of slowing Euro inflation

Allianz Global Investors’ Franck Dixmier expects faster monetary easing in the US now that inflation…
Read more
The ECB in Frankfurt opened an Andy Warhol exhibition this month. Photo: ECB.
Asset Allocation
January 24, 2024

‘Fixed income portfolios now require a tactical approach’

Fixed income portfolios are likely to face a more complex and volatile environment, as the rate…
Read more
Asset Allocation
January 17, 2024

European small caps are staging a comeback

Small-cap stocks in Europe seem to be making a comeback. After two years of declining relative…
Read more
Asset Allocation
November 15, 2023

US inflation data challenges ‘higher for longer’ narrative

The suggestion that the Federal Reserve will maintain elevated interest rates is wavering after…
Read more
Photo by Mathew Schwarts via Unsplash CC-BY-2.0.
Asset Allocation
November 14, 2023

Foreign investors defy junk threat in Italy

Italian government bonds face a downgrade to “junk status”. Nevertheless, after years, the interest…
Read more
Peter de Coensel, CEO at DPAM.
Asset Managers
November 9, 2023

Bond market revival brings back the vigilantes

Bonds are now recognised as a legitimate investment alternative, long overdue for acknowledgment…
Read more
Federal Reserve, Washington DC
Asset Allocation
October 31, 2023

Not everyone shares fresh enthusiasm for bonds

Despite the resilience of the American economy, investors in Treasuries and bonds harbor stiff hopes…
Read more
Pieter Laan
Asset Allocation
October 18, 2023

High-yield senior loans gain traction despite niche status

Senior loans, currently the highest-yielding bonds, witness substantial inflows in tracker funds. In…
Read more
Asset Allocation
October 13, 2023

Private credit’s test: Rising defaults as banks compete

Once a rising star among investment options, private credit now faces headwinds as defaults increase…
Read more
India.
Asset Managers
October 4, 2023

India’s bond market still lacks full acceptance

JP Morgan’s recent decision to incorporate India into its Emerging Market bond index has ignited…
Read more
India scene
Asset Allocation
August 31, 2023

Everything falls into place for boisterous India

Superlatives are raining down on India, which seems to have passed China as the promised country for…
Read more