Understanding fund managers' asset class views can help you outperform

Academic research shows asset managers’ views on asset class opportunities can be correlated with future excess returns¹.

The problem is: gathering and consuming these critical investment insights takes time and energy.

To solve this challenge, Markets Recon has done the heavy lifting for you.

¹Bastianello & Peng, 2025

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Introducing the leading source of fund manager asset allocation calls.

Markets Recon has now added 2026 investment outlook data to its asset allocation intelligence platform - Allocator Pro - including:

~1,900 TAA and SAA calls;
~250 sub-asset classes;
~250 asset manager outlooks;
Easy filtering and click-throughs to the underlying commentaries and source documents.

TRY FOR FREE 2026 DATA PREVIEW

Visual Positioning

Instantly see how many managers are overweight, neutral, or underweight across each sub‑asset class.

Drill Down

Click to view the firms behind each call — plus their commentary and source links.

Sentiment Shifts

Compare positioning across time to identify trends, reversals, and emerging consensus.

One‑Page Summaries

Read thousands of pages of outlooks in minutes with our concise, one‑page Recons.

REPORTS

Get the asset allocation insights report and one page summaries

We have analysed ~250 annual outlook reports, allocation papers, and commentaries from 100+ firms managing ~$85 trillion of assets.

The reports include analysis and commentary covering major asset classes - including where fund managers are most bullish and bearish.

Plus we're sharing our simple one-page summaries with key takeaways from each firm.

Download these reports free by completing the form below.