Long-term Asset Allocations: Beyond Short-term Volatility

Key considerations for investors focusing on the long-term

This selection offers investors insights into key aspects of long-term asset allocation. These include liquidity considerations, defensive and trend-following strategies, and how the future of pension plans can shift long-term asset allocation decisions.

Podcast: Trend Setters – The Mechanics of Trend-following (Man Group)

Trend-following strategies can be successfully employed by long-term investors as complementary instruments to either mitigate risk or boost returns.

Measuring the Value of a Portfolio Liquidity Line (PGIM IAS)

Efficient long-term asset allocation requires investors to factor in liquidity issues. How could these considerations change in the context of an external liquidity facility?

Defense Beyond Bonds: Defensive Strategy Indices (S&P Dow Jones Indices)

Allocators seeking long-term protection against market vicissitudes might consider the correlation between bond and equities and focus on defensive strategies to mitigate it.

Health Implications for Retirement Spending And Asset Allocation (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Health is a key factor that impacts investors' asset allocation and consumption decisions during the retirement years. This paper explains why.

Geopolitical Risk Dashboard - September 2022 (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

No long-term investor can ignore the changing world order. The geopolitical scene is being transformed and new risks will have long-term implications.

Strategic Asset Allocation with Illiquid Alternatives (2022)

Illiquid assets offer plenty of benefits to long-term allocators. One of them is the reduction of overall portfolio risk by acting as volatility dampeners.

Gold For the Long Run: A Strategic Investment Update 2022 (SSGA | SPDR)

For compliance reasons, this paper is only accessible in the United States and Canada

With rising market uncertainty, gold is likely to continue playing an important role in the portfolios of long-term allocators.

Special Report

DC Pensions: Turning wealth into income (Special Report, 2022)

For compliance reasons, this paper is only accessible in the United States and Canada

This Special Report focuses on the challenges facing DC schemes, and how a transformation of approach may be required to meet retiree income requirements.