Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

Fixed Income Investing for Stronger Portfolios
  • 04 Aug 2026

Explore our range of active fixed income investing solutions designed to help global investors build stronger portfolio and manage risk effectively.

Market moves & themes that mattered: July 2026
  • 04 Aug 2026

A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.

Further Tightening Remains on the Table as BOJ Keeps Rates Unchanged
  • 04 Aug 2026

[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...

The Weekly Brief
  • 03 Aug 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...

Beatles, Bonds, and the Taxman
  • 03 Aug 2026

Allspring’s tax-free-man, Ken Jacob, portfolio specialist with the Municipal Fixed Income team—and former radio disc jockey—explains why municipal bonds may strike the right chord for investors see...

Review of Markets over July 2026
  • 03 Aug 2026

Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.

A securitized solution for insecure times
  • 03 Aug 2026

Weekly CIO views: Collateralized mortgage-backed securities offer the potential for solid income and diversification.

EconIndicators, July 2026EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity, a comparison to recent history, and the direction of change for each measure.
  • 03 Aug 2026

EconIndicators is a monthly collection of 14 key measures of economic and capital markets activity, placed in the context of recent experience. The purpose of the chart is to show current activity,...

Long Yields Climb As Fed Holds Steady
  • 31 Jul 2026

A review of the week’s top global economic and capital markets news.