The Analytics Stack for Asset Allocation

We provide state-of-the-art analytics to institutional investors, built on decades of research and asset allocation expertise. Our tools equip investors to solve their most complex allocation problems and build resilient, high-performing portfolios.

Our Analytics

Capital Market Assumptions

New generation of asset allocation inputs for investors to gauge expected returns and risk.

Macro Scenarios

Macro-consistent scenarios for stress testing using intuitive economic drivers.

Macro Risk Factors

Intuitive factors for asset allocation and managing macro risk exposures.

Bespoke Analytics

Bespoke additions for clients to maximise value from our analytics.

Tailored Asset Allocation

Tailored understanding of risk and return trade-offs to create optimal portfolios.

Market-implied Macro

Visibility into the consensus and probabilities embedded in market prices, across asset classes and horizons.

Insights

Articles and insights from Allocation Strategy.

The Analytics Stack for Asset Allocation

Building the foundations for better asset allocation decisions and investment outcomes.

Making sense of Gold: analytics for asset allocation

We discuss drivers of gold this year and asset allocation implications.

Why are UK gilts trading at high levels?

We discuss how UK yields have reached their highest levels in decades.

Designing macro-resilient portfolios in a changing world

We outline a process for building portfolios that are resilient to macro risks over the long term.

Breaking down yields for asset allocation in volatile bond markets

Short- versus long-term perspectives and forecasting bond returns.

Using CMAs to navigate the recent equity market sell-off

Did our expected returns anticipate subsequent performance across markets?

All Insights