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Asset Allocation

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Ruffer on RFPnetworks discussing multi asset investing depicted by line chart of equities.
Multi-Asset
Asset Allocation

A Hemingway moment for markets?

Corporate earnings remain extremely elevated, and a return to trend could see the gradual repricing of equity markets become rather more sudden.
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Ruffer on RFPnetworks discussing multi asset investing depicted by line chart of equities.
Ruffer LLP

A Hemingway moment for markets?

Corporate earnings remain extremely elevated, and a return to trend could see the gradual repricing of equity markets become rather more sudden.
Read paper
Passive versus active management on RFPnetworks depicted by identical twins in one hoody.
Multi-Asset
Asset Allocation

Portfolio Manager Alpha vs Beta

In the current market, the supply of alpha is abundant across asset classes, countries and sectors. In contrast, the end of free money may impact beta.
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Passive versus active management on RFPnetworks depicted by identical twins in one hoody.

Portfolio Manager Alpha vs Beta

In the current market, the supply of alpha is abundant across asset classes, countries and sectors. In contrast, the end of free money may impact beta.
Read paper
RFPnetworks researching Will Stock Bounce Back in 2023 depicted by cuddly toy bear having a rest on a park bench.
Multi-Asset
Asset Allocation

Will Stocks Bounce Back in 2023

Has the 2022 bear market ended? It is unclear even for most market forecasters. The spread of 2023 consensus earnings estimates is historically wide.
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RFPnetworks researching Will Stock Bounce Back in 2023 depicted by cuddly toy bear having a rest on a park bench.

Will Stocks Bounce Back in 2023

Has the 2022 bear market ended? It is unclear even for most market forecasters. The spread of 2023 consensus earnings estimates is historically wide.
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Hedging Portfolio Risk research on RFPnetworks depicted by man in black t-shirt doing yoga.
Alternatives
Asset Allocation

Is It Too Late To Hedge Portfolio Risk

Is too late to hedge portfolio risk. Investors painfully acknowledge that multi-asset portfolios were challenged in 2022 from three sides.
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Hedging Portfolio Risk research on RFPnetworks depicted by man in black t-shirt doing yoga.

Is It Too Late To Hedge Portfolio Risk

Is too late to hedge portfolio risk. Investors painfully acknowledge that multi-asset portfolios were challenged in 2022 from three sides.
Read paper
AGF on RFPnetworks discussing hedging portfolio risk with anti-beta strategies depicted by escalator
Alternatives
Asset Allocation

Why Hedging Still Makes Sense in 2023

Not surprisingly, anti-beta equity strategies did very well for investors who followed them in 2022 – after all, performing well when the stock market...
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AGF on RFPnetworks discussing hedging portfolio risk with anti-beta strategies depicted by escalator
AGF

Why Hedging Still Makes Sense in 2023

Not surprisingly, anti-beta equity strategies did very well for investors who followed them in 2022 – after all, performing well when the stock market...
Read paper
Ruffer on RFPnetworks discussing Is The Bear Market Ending depicted by graph showing price to sales ratios
Multi-Asset
Asset Allocation

The bull market in belief

Benjamin Graham, if he were alive today, or even an investor from 2019, might struggle to comprehend the bull market we witnessed in SPACs, crypto...
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Ruffer on RFPnetworks discussing Is The Bear Market Ending depicted by graph showing price to sales ratios
Ruffer LLP

The bull market in belief

Benjamin Graham, if he were alive today, or even an investor from 2019, might struggle to comprehend the bull market we witnessed in SPACs, crypto...
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RFPnetworks Global Financial Markets Outlook 3Q 2022 depicted by women wearing metaverse headset on neon background
Multi-Asset
Asset Allocation

Investment Manager Global Outlooks

It's that time of the year that global financial market outlooks fill our research feeds. Interestingly, in a bear market outlooks get read more.
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RFPnetworks Global Financial Markets Outlook 3Q 2022 depicted by women wearing metaverse headset on neon background

Investment Manager Global Outlooks

It's that time of the year that global financial market outlooks fill our research feeds. Interestingly, in a bear market outlooks get read more.
Read paper
Capital Market Assumptions Research on RFPnetworks depicted by the words "My Opinion" on handwritten on chalkboard.
Multi-Asset
Asset Allocation

Capital Market Assumptions Have Changed

When Capital Market Assumptions change, investors are forced to re-evaluate their strategic asset allocation. Portfolios could change.
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Capital Market Assumptions Research on RFPnetworks depicted by the words "My Opinion" on handwritten on chalkboard.

Capital Market Assumptions Have Changed

When Capital Market Assumptions change, investors are forced to re-evaluate their strategic asset allocation. Portfolios could change.
Read paper
corporate municipal bond research on RFPnetworks depicted by public construction workers laying cement
Fixed Income
Asset Allocation

Municipals vs. Corporate Bonds

Municipal Bonds have experienced significant outflows, bringing valuations down to relatively attractive levels compared to Corporate Bonds.
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corporate municipal bond research on RFPnetworks depicted by public construction workers laying cement

Municipals vs. Corporate Bonds

Municipal Bonds have experienced significant outflows, bringing valuations down to relatively attractive levels compared to Corporate Bonds.
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Sotck Bond Correlation Research on RPFnetworks depicted by diverging lanes on highway
Multi-Asset
Asset Allocation

2022 Stock-Bond Correlation Is Different

Stock-Bond correlation in 2022 has broken the classic 60-40 assumption base. What happened and how should portfolios adjust?
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Sotck Bond Correlation Research on RPFnetworks depicted by diverging lanes on highway

2022 Stock-Bond Correlation Is Different

Stock-Bond correlation in 2022 has broken the classic 60-40 assumption base. What happened and how should portfolios adjust?
Read paper
stagflation and asset allocation research on RFPnetworks depicted by Stag at dusk in forest
Multi-Asset
Asset Allocation

Are We In Stagflation? Maybe

Definitions of stagflation vary. What is more interesting is causality and effect. But even the models fail to find consensus, which raises key questions.
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stagflation and asset allocation research on RFPnetworks depicted by Stag at dusk in forest

Are We In Stagflation? Maybe

Definitions of stagflation vary. What is more interesting is causality and effect. But even the models fail to find consensus, which raises key questions.
Read paper
Capital market assumptions research on RFPnetworks depicted by horse race
Multi-Asset
Asset Allocation

Comparing Capital Market Assumptions

Capital Market Assumptions are a core input into investment plans. But they do change and right now, those changes are impacting investors globally.
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Capital market assumptions research on RFPnetworks depicted by horse race

Comparing Capital Market Assumptions

Capital Market Assumptions are a core input into investment plans. But they do change and right now, those changes are impacting investors globally.
Read paper

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