Asset manager Investment Outlooks have tremendous value.
Our research shows investing in asset managers’ high conviction calls has the potential to outperform - a model portfolio based on asset managers’ 2024 mid-year outlook calls outperformed a traditional 60/40 portfolio by 149pbs net of fees in just six months. (source: Markets Recon).
The problem is: gathering and consuming these critical investment insights takes time and energy.
To solve this challenge, Markets Recon has done the heavy lifting for you.
We have analysed 286 of the latest 2025 Investment Outlooks from 101 firms managing over $70 trillion – over 2,800 pages of insights!
And crucially we have plotted 1,761 asset allocation calls – so allocators can see the spread of fund managers' views in a single view.
As part of the research package, professional investors get:
- A 14-page sentiment report with all 1,761 stated and implied overweights, neutrals, and underweights.
- A collection of one page briefing notes for all 286 Outlooks.
- Asset allocation summaries for each firm.
- Full Excel (.xls) data sheet with links to all Outlooks and AA calls data.
- Exclusive access to Markets Recon’s new Priming Portfolios web portal where you can filter by asset class and click into the calls to read underlying source material.
Click this link to get access to your very own Priming Portfolios package!
