60/40 portfolio under pressure again, ‘but still too early to bury it’
Net like a few years ago, asset managers are once again questioning the traditional 60/40 mix between equities and bonds, as the two asset classes are no longer reacting in opposite directions to market shocks, but increasingly moving in tandem. Is the “safe” 60/40 model portfolio gradually becoming a thing of the past?
Volatile asset classes strengthen ‘war portfolio’
Geopolitical unrest is forcing investors to reassess their portfolios. As bonds lose their strength, volatile asset classes are returning as an alternative for diversification, said Jitzes Noorman, delegated CIO and investment strategist at Columbia Threadneedle Investments.
Inside CM-AM Convictions Range: 5 Insights Shaping the Strategy
Andrea Bertocchini, Country Head Benelux & Nordics at Groupe La Française, shares five key insights shaping CM‑AM Convictions Funds Range and explains why it continues to resonate with long‑term allocators
Private equity’s pay machine becomes a governance test
The fees private equity managers earn on successful deals are no longer just a matter of compensation. For the pension funds and insurers that bankroll the industry, the way those payouts are calculated has become a test of governance, and an increasingly important influence on where capital flows next.
The surge in energy prices has not derailed global economic growth yet
So far, the surge in energy prices following the conflict in Iran has not derailed global economic growth, note Guy Wagner and his team in their latest monthly market report "Highlights".
When your boss takes away your work-from-home day, your numbers get better
Imagine this: your boss can see exactly when you’re sitting at your desk, what time you arrive, what time you leave, and when you take lunch. It almost sounds like a nightmare from a dystopian novel, but for 300 equity analysts, this was daily reality between 2017 and 2021.
The price of good governance
Corporate governance is one of those topics investors prefer to push into the background as long as markets are rising. Yet the quality of corporate governance is one of the most decisive factors for the long-term valuation of an equity market.
How AI enters the client meetings
While private banks and asset managers are heavily investing in AI for their own processes, something is also changing on the other side of the table: A client who shows up with six pages of AI-generated advice. “It is now essential for managers and banks to make their advisors highly AI-savvy.”
Buffett steps back as Omaha gathers without him on stage
A group of Belgian investors returned to Omaha, Nebraska, this weekend for Berkshire Hathaway’s annual meeting, but for the first time Warren Buffett was not on stage. The 95-year-old still attended, yet the tone of the “Woodstock of capitalism” has begun to shift.
Morningstar: Blackrock versus JP Morgan in EUR Moderate Allocation – global
Active asset allocation is a double-edged sword. Executed well, tactical shifts can generate alpha and differentiate from the benchmark. The trade-off is greater complexity, with more moving parts and higher demands on skill and discipline. Investors should also assess the costs of tactical allocation.