Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

The Weekly Brief
  • 19 hours ago

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

External shocks complicate Fed and BOJ policy paths
  • 19 hours ago

The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...

Decarbonisation in equity benchmarks: Not everywhere and not all at once
  • 19 hours ago

Global equity decarbonisation is uneven. Developed markets cut emissions; emerging markets rise, reshaping carbon intensity and portfolio risk.

Understanding fallen angel bonds – a persistent opportunity in high yield
  • 19 hours ago

Why are fallen angels the pick of high yield? We unpack the technical mispricings, return drivers and portfolio uses for this attractive credit segment.

What Do the SPIVA Australia Results Imply for Active Portfolio Construction?
  • 19 hours ago

Our latest SPIVA® Australia Scorecard underscored the challenges that Australian active funds faced in converting a favorable stock-picking environment into meaningful results in 2025. Among the 83...

Iran war complicates global policy outlook
  • 19 hours ago

Central banks reacted to the Iran war with caution and hawkish tones, but markets may be overpricing inflation risks amid rising growth uncertainty.

CIO Perspectives Podcast: Quality Stocks on Sale: Value Investing in an AI-driven Market
  • 19 hours ago

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

BOJ Expected to Hold Rates Amid Iran Conflict Uncertainty
  • 19 hours ago

[External Link] Katsutoshi Inadome, Senior Strategist at SuMi TRUST AM, shared his outlook on Japan’s long‑term interest rates.

Trump Accounts — What Families Need to Know in 2026
  • 20 Mar 2026

As of March 2026, full guidance has not been released and details/implementation strategy may be subject to change.