Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

Want Lasting Multi-Asset Income? Consider Expanding Sources
  • 24 Mar 2026

An effective multi‑asset income strategy should tap non-traditional sources besides stocks and bonds. The multi-asset playing field presents income investors with broad opportunities across asset c...

Edmond de Rothschild Corporate Finance advised Swiss Life Asset Managers France on the acquisition of a real estate portfolio from Club del Sole, a leading player in the open-air hospitality sector in Italy
  • 24 Mar 2026

Edmond de Rothschild Corporate Finance acted as financial advisor to Swiss Life Asset Managers France, alongside Clearwater Italy, on the acquisition of a real estate portfolio comprising selected...

Diversification Without Complication: The Case for Global Bonds in 2026
  • 24 Mar 2026

March 24, 2026 Diversification Without Complication: The Case for Global Bonds in 2026 After an extended period of declining yields and credit spreads, we be...

The Weekly Brief
  • 23 Mar 2026

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
  • 23 Mar 2026

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
  • 23 Mar 2026

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
  • 23 Mar 2026

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?
  • 23 Mar 2026

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
  • 23 Mar 2026

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