Long-term assumptions are changing – and so is SSA
As macroeconomic and geopolitical realities change, so do the assumptions underlying long-term investing. Strategic asset allocation must therefore evolve to ensure that it remains a reliable structure for building portfolios.
The Big Picture: Global Asset Allocation 2025 Q4 (Invesco)
As the global economy changes, how should institutional investors think about their asset allocation? This report offers current perspectives.
Strategic Asset Allocation for a New Era (Fidelity Investments)
For compliance reasons, this document is only accessible in the United States
The rise in interest rates, combined with persistently high budget deficits, is putting further upward pressure on already high US government debt.
How to Position Fixed Income Portfolios (Franklin Templeton)
For compliance reasons, this document is only accessible in the EMEA region
It is becoming increasingly clear that the fixed income market is expanding beyond the core capabilities of US fixed income.
Asset allocation in practice (The Rational Reminder Podcast)
Asset allocation can – and often does – be different in practice than what it looks like on paper or in theory.
The hidden vulnerability in many asset allocation plans (Intalcon AM)
The forward price-to-earnings ratio on the S&P 500 is about 22, which has historically been associated with lower-than-average forward returns.
Beyond Finger Painting – Building Active Multi-Alternative Portfolios (GIC)
Historically, building alternative portfolios has been more art than science, likened by some to “finger painting,” due to the various challenges involved.
A golden opportunity to upgrade a 60/40? (Alpha architect)
The total return of modernized gold has been about 7.35% annualized since 1971, lower than US stocks, higher than ten-year Treasury bonds, well higher than cash.
Long-term bonds in diversified portfolios (Meketa)
Investors have long been aware of the benefits of holding fixed income securities. Does the new market environment change this reality?
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