Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

ISA Focus: The Affordable opportunity
  • 09 Jun 2026

US affordable housing has emerged as a compelling investment opportunity that also has the potential to address social needs.

Why trade finance and short-dated credit now
  • 09 Jun 2026

Discover how combining trade finance with short‑dated credit may enhance income, manage duration risk and improve portfolio resilience.

Midyear Equity Outlook: Earnings strength fuels optimism
  • 09 Jun 2026

Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.

The ABC of BDCs
  • 09 Jun 2026

Business Development Companies (BDCs) offer a distinctive way to access U.S. middle-market private credit through publicly traded securities, combining exposure to private lending markets with the...

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range
  • 09 Jun 2026

—    The three new funds are Core US, Core EMU and Defensive Global Equities strategies —    They are the first products in a range named Quartz, which will initially comprise seven funds by the en...

Defined horizons, compelling income: The appeal of fixed maturity portfolios
  • 09 Jun 2026

In a world of shifting rate expectations and persistent volatility, fixed maturity portfolios are re-emerging as a compelling way to capture income, improve portfolio resilience and bring greater c...

The Weekly Brief
  • 08 Jun 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...

Alternative Allocations (Podcast): The model revolution—scaling private markets access through technology and education
  • 08 Jun 2026

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

Why investors should reconsider APAC weight
  • 08 Jun 2026

APAC equities remain underweight in portfolios despite rising economic significance, offering diversification benefits and exposure to global growth drivers.