Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

Japan election results: LDP landslide victory signals bullish outlook for markets
  • 1 day ago

Japan’s LDP secures a historic 68% Lower House supermajority, strengthening Prime Minister Takaichi’s mandate and boosting the outlook for Japanese equities, reform, and fiscal policy.

Orbis: President’s letter 2025
  • 1 day ago

In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...

UBP Alternative Investment Solutions
  • 1 day ago

Hedge Fund Quarterly Review | February 2026

S&P 500 FC 7% Index: The Gold Standard of Indices Meet’s Today’s Technology
  • 1 day ago

Look inside the S&P 500 FC 7% Index, an innovative index that seeks to provide optimized exposure to the S&P 500 via BofA’s Fast Convergence technology by using intraday volatility signals to adjus...

Sustainability and portfolio returns
  • 2 days ago

Read about the complex issues at the heart of measuring the financial impact of ESG investing.

The Weekly Brief
  • 2 days 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...

What's next for gold?
  • 2 days ago

Portfolio Manager Steve Land answers five key questions on the disconnect between bullion and miners—and what it means for investors now.

Alternative Allocations: Unlocking value in middle-market private equity with guest Matt Katz, Fiduciary Trust
  • 2 days ago

In our latest “Alternative Allocations” episode, Matt Katz of Fiduciary Trust International explores the unique structural advantages of the middle market and shares tactical insights on using seco...

ETF ideas for five key 2026 investment themes
  • 2 days ago

Conditions are in place for global stock markets to further advance in 2026. Brad Smith, Head of ETF Strategy, shares ETF ideas for our 2026 outlook.