Allocator Pro - 2025 Mid-Year Outlooks Data is live!
Understand and analyse fund managers' 2025 mid-year outlook asset allocation calls.
- ~900 TAA and SAA calls;
- 220+ sub-asset classes;
- ~100 asset manager outlooks;
- Easy filtering and click-throughs to to underlying commentaries and source documents;
- 1-page summaries for all mid-year outlooks;
- All in one place!
"This is great - I have shared with our Head of Fixed Income and Equities"
Head of Asset Allocation, UK Pension Fund
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Fund managers' views on perceived mispricing can help you outperform
Academic research shows investing in asset managers’ high conviction calls has the potential to outperform.
A model portfolio based on asset managers’ 2024 mid-year outlook calls outperformed a traditional 60/40 portfolio by 149pbs net of fees in H2 2024. (source: Markets Recon)
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.
Disclaimer: past performance is no guarantee of future returns and cannot be relied on for investment decisions. This data is provided for illustrative purposes only.
EXTRA:
Priming Portfolios
Get the new report including:
- Analysis of consensus and non-consensus views;
- 1-page summaries of all mid-year outlook papers;
- Asset allocation commentaries
.png "Priming Portfolios & Recons - Mid-Year Outlooks 2025 (1)")