Asset Allocation Report
Eelco UbbelsFor allocators and serious investors: the monthly consensus of 72 asset managers across 25 asset classes, so you know whether you're running with the field or caught in a crowded trade
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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asset-allocation-report.comLatest Issues
Spread versus equities: why Federated Hermes sees one decision where the consensus counts two
This interview took place as a live conversation on July 1, 2026. What follows is a written synthesis.
Steve Chiavarone doesn’t open a conversation about tactical asset allocation with the latest data print or the next rate meeting. He ope...
Japan: The Intervention Solves Nothing — The Bond Market Does
Equities convince, the yen tests, the bond market decides.
Japanese government bonds are rarely the first thing a portfolio manager mentions when he’s excited about Japan. This week, after the first US yen-buying intervention since 1998...
69 reports, 66 recommendation changes, one consensus that refuses to bundge
Sixty-six recommendation changes this month, against 54 in July, and yet the consensus barely moves. 51.5% of the changes were positive, 48.5% negative, almost identical to last month’s split.
Our database counted 69 reports current enough...
Two Roads to Neutral: Why Tech Positions Are Turning While the Consensus Stays Overweight
Three of the thirteen finalists of the 2026 Asset Allocation Awards published their views in last week, and the debate isn’t about whether technology is carrying the market, but how much longer you should pay up for it. Candriam and Invesco...
Buy Technology and You Buy America — and Dollars
A technology allocation is a matryoshka doll. The investor thinks he is buying one doll, but whoever opens it finds a second one inside: America. And inside that, a third: the dollar.
Technology is the most loved sector among asset allocat...
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Authors
The writers behind this newsletter.
Founder of Alpha Research. Since 2012 I distill the asset allocation consensus of 60+ asset managers monthly. So you know where you stand: running with the crowd, or taking a contrarian position. Asset Allocation Report → asset-allocation-report.com
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