Portfolio Allocation & Strategies

Analysis of capital allocation, investment strategies and the convergence of public and private market structures shaping global asset flows.

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    Schroders, Apollo Partner on Hybrid Investment Push

    ByConvergent Assets

    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…

  • McKinsey See the Great Convergence

    ByConvergent Assets

    A new report from McKinsey & Company highlights a profound shift underway in global asset management, as the traditional divide between public and private markets rapidly dissolves. According to Asset Management 2025: The Great Convergence, the industry is entering a phase where public equities, fixed income, and private assets are no longer managed in isolation…

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    BlackRock Goes Deeper into Private Markets

    ByConvergent Assets

    BlackRock has deepened its push into private markets with the launch of a new multi-alternatives separately managed account (SMA), developed in partnership with Partners Group, marking a significant step in the evolution of wealth platform distribution. The solution, described as a first-of-its-kind offering, packages private equity, private credit and real assets into a single, outcome-oriented…