Asset Allocation Report
Eelco UbbelsThe monthly consensus of 60+ asset managers, so you know whether you're running with the majority or caught in a crowded trade.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 10 months ago | Last Issue | 2 days ago |
| Active | |||||
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asset-allocation-report.comLatest Issues
Same Macro, Two Portfolios: What UBP and Robeco Are Doing Differently Right Now
Markets keep advancing despite the macro, UBP explains why, Robeco builds a hedge.
Reading across two award-winning managers this month, one pattern stands out: the managers Alpha Research rates highest are not debating whether markets are...
3 Asset Managers Read the Same Earnings Data. Nobody Reduced Equity Because of It
I read the allocation reports of 13 nominated managers every week. This week, for the first time in months, three of them moved in the same direction, and disagreed sharply on what to do next.
What struck me reading these three reports bac...
AI Lifts Stocks, Hormuz Pressures Bonds: The June Consensus, the Signal, and the 68 Reports Behind It
Of the 68 reports behind the June Consensus, not a single house raised its equity allocation because of geopolitical calm, and yet the consensus score climbed to its highest level in months.
The data shows not a blind rally but a selective...
The Gulf Is Not the Only Risk
Markets have recovered from their March lows. Equities are back near all-time highs. Yet four major asset allocators share a quiet unease: the recovery is running ahead of the facts. The Strait of Hormuz remains effectively closed. The deba...
From Chatbot to Portfolio Weight — AI Moves Closer to the Asset Allocation Decision
I have spent more time this year arguing about AI than actually using it, and that tells me something.
The debate has two camps. Believers and sceptics. What strikes me is not the divide itself, but what the sceptics are actually testing....
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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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