Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

5 Realistic Surprise Predictions for 2026
  • 23 hours ago

Uncover 2026’s most compelling market surprises with predictions on U.S. yields, gold prices, high yield spreads, and emerging market bonds. Get actionable insights from Bob Michele and Kelsey Berr...

Global Outlook 2026
  • 23 hours ago

Japan Economic Outlook Japan’s economy remained resilient in 2025, with the impact of U.S. tariff policies proving...

Japan Market Outlook 2026
  • 23 hours ago

Japan’s economy remained resilient in 2025, with the impact of U.S. tariff policies proving relatively modest....

ESG’s role in manager research
  • 1 day ago

Our four key considerations when we rate our managers and their role in upholding sustainable investing standards.

Fixed income perspective: preferred securities
  • 1 day ago

An often overlooked asset class, preferred securities can offer higher, tax-advantaged income potential compared to other fixed in...

Balancing Act Monthly Insights: Global Multi-Asset (December 2025)
  • 5 days ago

Growth assets’ elevated valuation could present headwinds for further outsized returns, and we have moved to an underweight positioning in the near term. With respect to defensives, we maintain our...

2026 Market Outlook: In a snapshot
  • 6 days ago

2026 Market Outlook

Markets outlook: navigating 2026
  • 6 days ago

Amova Asset Management’s Outlook series provide a comprehensive view of what lies in 2026—from global and Asian equities to Japanese markets, fixed income strategies across regions and multi-asset...

How are global shrimp exporters navigating the US import tariffs?
  • 7 days ago

The US import tariffs for shrimp are redefining cost structures and market access for major suppliers. As the American buyers restructure and rebalance their origin portfolio, major suppliers, Indi...