You can’t try and forecast every twist and turn, but you can prepare your portfolio to handle them. Brighter Super is piling into active equities and eyeing more infrastructure investments to navigate a volatile macro backdrop.
Australia’s private credit boom and Perpetual’s torturous takeover and demerger process means big chunks of the mid custody market are up for grabs, according to Equity Trustees.
With uncertainty looming from Trump tariffs to the impact of DeepSeek on AI, Amundi is focussing on global equity opportunities, diversifying with gold and maintaining a tactical approach to duration.
Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.
US political shifts are set to shape market sentiment, with Amundi predicting significant moves in equities, emerging markets and inflation as tax and policy changes take effect.”.