Covers portfolios that invest across multiple asset classes to achieve diversified, risk adjusted returns. Includes strategic and tactical allocation, income-focused solutions, and actively managed portfolios designed to adapt to changing market conditions.
Vanguard has joined forces with Blackstone and Wellington Management to launch a new range of multi-asset portfolios combining public and private investments, marking a significant milestone in the evolution of retail access to alternative assets. The convergence of public and private markets took another significant step forward this week as Vanguard, Blackstone and Wellington Management…
Asset manager says gold and Bitcoin can quickly dominate portfolio risk despite small allocations, urging investors to focus on risk budgeting rather than headline returns. Vanguard has warned investors against overestimating the diversification benefits of alternative assets such as gold and Bitcoin, arguing that portfolio discipline and risk budgeting matter more than headline returns. In…
Once a niche structure within private markets, evergreen funds are rapidly evolving into a mainstream vehicle for institutional and private wealth investors seeking continuous exposure, periodic liquidity, and more flexible portfolio construction in an increasingly crowded alternatives landscape. Evergreen funds—perpetual-life investment vehicles that allow continuous subscriptions and periodic redemptions—are steadily reshaping the architecture of private…
How private equity real estate is shifting beyond traditional asset ownership Private Equity Real Estate (PERE) is undergoing a transformation. Historically centred on core and core-plus strategies, the asset class is increasingly focused on operational value creation. Large institutional managers such as Blackstone have emphasised the importance of thematic investing and asset-level operational improvements in driving returns….
Schroders and Apollo Global Management have unveiled a transatlantic strategic partnership aimed at reshaping wealth and retirement investment offerings, with ambitions to generate multi-billion-dollar annual inflows. The collaboration brings together Schroders’ long-established expertise in public markets and its private markets arm, Schroders Capital, with Apollo’s scale in alternative credit and private investment-grade origination. The firms…