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 | 63 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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asset-allocation-report.comLatest Issues
Pictet downgrades recommendation for consensus-favorite sector, for the second consecutive month
The fourth quarter kicks off with asset allocation reports from three finalists of the Asset Allocation Awards. These asset managers share the same interpretation regarding the first US interest rate hike in over three years: markets are pr...
Where the Award Winners Diverge From Consensus
Based on the Asset Allocation Consensus of September 2026 and conversations with the three Award winners in September and October 2026.
Two dominant themes, one new rate regime
Subscribe for the next edition, every week, fresh positions f...
67 Reports: Inflation Climbs to No. 2, Hormuz Fades From Portfolios
In the space of a single month, the topic of inflation has evolved from a belief to a given. In September, this topic was addressed in 72 per cent of reports containing new analyses. In October, the figure was almost 98 per cent. Concerns a...
Interest rates are rising, and no two investors are taking the same approach. Only UBS is buying government bonds again.
One winner and two finalists of the Asset Allocation Awards 2026 interpret this week’s rising interest rates in the same way but draw three different conclusions. UBS Asset Management views higher bond yields as a return to normal and is in...
The Fed raised interest rates on Wednesday. Neither of the two award winners has adjusted its asset allocation recommendation
Looking at this week’s updates from two award-winning asset managers, the focus is on the Federal Reserve: it raised interest rates on Wednesday, the first hike since 2023. UBP, winner of the Asset Allocation Award and the Overall Award ear...
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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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